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Holos Integrated Wealth’s Icahn Enterprises IEP Stock Holding History

Holos Integrated Wealth’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-250
Closed -$2.17K – 318
2024
Q4 		$2.17K Buy
+250
New +$3.02K ﹤0.01% 273

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Holos Integrated Wealth's IEP Position: Q1 2025 in Review

Holos Integrated Wealth sold out of Icahn Enterprises (IEP) in Q1 2025, closing a stake of 250 shares — an estimated $2.17K sold.

Holos Integrated Wealth first reported a position in IEP in Q4 2024 and held it in 1 quarter. The position peaked at $2.17K in Q4 2024. 110 funds tracked by Wall St. Rank hold IEP as of Q1 2025.

  • Holos Integrated Wealth reported no remaining Icahn Enterprises position as of Q1 2025 after selling out during the quarter.
  • Holos Integrated Wealth sold 250 Icahn Enterprises shares in Q1 2025, an estimated $2.17K.
  • Holos Integrated Wealth first reported a position in Icahn Enterprises in Q4 2024 and held it in 1 quarter.
  • Holos Integrated Wealth's Icahn Enterprises position peaked at $2.17K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2025.

Based on Holos Integrated Wealth's 13F filing for Q1 2025, filed 8 Aug 2025.