KAS
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Kestra Advisory Services’s Icahn Enterprises IEP Stock Holding History

Kestra Advisory Services’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 		$108K Buy
14,279
+9,657
+209% +$75.7K ﹤0.01% 3025
2025
Q4 		$34.9K Buy
+4,622
New +$37.3K ﹤0.01% 4191
2025
Q3 		– Sell
-16,740
Closed -$135K – 2960
2025
Q2 		$135K Buy
+16,740
New +$143K ﹤0.01% 2703
2025
Q1 		– Sell
-38,720
Closed -$336K – 2825
2024
Q4 		$336K Buy
+38,720
New +$469K ﹤0.01% 2150
2024
Q3 		– Sell
-61,065
Closed -$1.01M – 2644
2024
Q2 		$1.01M Buy
61,065
+17,988
+42% +$305K 0.01% 1314
2024
Q1 		$776K Buy
+43,077
New +$792K 0.01% 1401

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 $77.3B 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 $178M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return