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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
Q2 		$87.8K Buy
12,182
+96
+0.8% +$739 ﹤0.01% 2331
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 $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Integrated Wealth Concepts's IEP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Icahn Enterprises (IEP) stake by 0.79% in Q2 2026, buying an estimated $739 and bringing the position to 12,182 shares worth $87.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Integrated Wealth Concepts first reported a position in IEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $123K in Q3 2025. 117 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Integrated Wealth Concepts held 12,182 shares of Icahn Enterprises worth $87.8K as of Q2 2026.
  • Integrated Wealth Concepts bought 96 Icahn Enterprises shares in Q2 2026, an estimated $739.
  • Icahn Enterprises made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2331 holding.
  • Integrated Wealth Concepts first reported a position in Icahn Enterprises in Q2 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Icahn Enterprises position peaked at $123K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.