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 Q2	$89.1K	Sell	12,356 -1,923	-13%	-$14.8K	﹤0.01%	3190
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	–	2958
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	–	2643
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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Kestra Advisory Services's IEP Position: Q2 2026 in Review

Kestra Advisory Services reduced its Icahn Enterprises (IEP) stake by 13% in Q2 2026, selling an estimated $14.8K and leaving 12,356 shares worth $89.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3190.

Kestra Advisory Services first reported a position in IEP in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2024. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

Kestra Advisory Services held 12,356 shares of Icahn Enterprises worth $89.1K as of Q2 2026.
Kestra Advisory Services sold 1,923 Icahn Enterprises shares in Q2 2026, an estimated $14.8K.
Icahn Enterprises made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3190 holding.
Kestra Advisory Services first reported a position in Icahn Enterprises in Q1 2024 and has held it in 7 quarters since.
Kestra Advisory Services's Icahn Enterprises position peaked at $1.01M in Q2 2024.
116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.