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Integrated Wealth Concepts’s Icahn Enterprises IEP Stock Holding History

Integrated Wealth Concepts’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
2026
Q1 		$91.2K Buy
12,086
+500
+4% +$3.92K ﹤0.01% 2184
2025
Q4 		$87.5K Sell
11,586
-3,060
-21% -$24.7K ﹤0.01% 1569
2025
Q3 		$123K Buy
14,646
+147
+1% +$1.29K ﹤0.01% 1903
2025
Q2 		$117K Buy
+14,499
New +$124K ﹤0.01% 1820

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Integrated Wealth Concepts's IEP Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Icahn Enterprises (IEP) stake by 4.3% in Q1 2026, buying an estimated $3.92K and bringing the position to 12,086 shares worth $91.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Integrated Wealth Concepts first reported a position in IEP in Q2 2025 and has held it in 4 quarters since. The position peaked at $123K in Q3 2025. 111 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

  • Integrated Wealth Concepts held 12,086 shares of Icahn Enterprises worth $91.2K as of Q1 2026.
  • Integrated Wealth Concepts bought 500 Icahn Enterprises shares in Q1 2026, an estimated $3.92K.
  • Icahn Enterprises made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2184 holding.
  • Integrated Wealth Concepts first reported a position in Icahn Enterprises in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Icahn Enterprises position peaked at $123K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.