Key Client Fiduciary Advisors’s Icahn Enterprises IEP Stock Holding History

Key Client Fiduciary Advisors’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	$142K	Buy	19,709 +1,172	+6%	+$9.02K	0.04%	212
2026 Q1	$140K	Sell	18,537 -2,300	-11%	-$18K	0.05%	202
2025 Q4	$157K	Sell	20,837 -14,027	-40%	-$113K	0.05%	205
2025 Q3	$294K	Buy	34,864 +531	+2%	+$4.65K	0.1%	167
2025 Q2	$276K	Buy	34,333 +1,961	+6%	+$16.8K	0.11%	163
2025 Q1	$293K	Sell	32,372 -3,794	-10%	-$36.5K	0.13%	149
2024 Q4	$314K	Sell	36,166 -3,440	-9%	-$41.6K	0.14%	145
2024 Q3	$535K	Sell	39,606 -129	-0.3%	-$1.95K	0.24%	97
2024 Q2	$655K	Sell	39,735 -2,713	-6%	-$46K	0.33%	71
2024 Q1	$722K	Buy	42,448 +350	+0.8%	+$6.43K	0.38%	61
2023 Q4	$724K	Buy	42,098 +2,400	+6%	+$42K	0.42%	51
2023 Q3	$785K	Buy	39,698 +1,175	+3%	+$29.7K	0.48%	44
2023 Q2	$1.12M	Buy	38,523 +21,778	+130%	+$793K	0.65%	38
2023 Q1	$866K	Buy	16,745 +12,265	+274%	+$649K	0.54%	40
2022 Q4	$227K	Buy	+4,480	New	+$234K	0.15%	137

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 40.89% 1-Year Est. Return

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

Key Client Fiduciary Advisors's IEP Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Icahn Enterprises (IEP) stake by 6.3% in Q2 2026, buying an estimated $9.02K and bringing the position to 19,709 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #212.

Key Client Fiduciary Advisors first reported a position in IEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.12M in Q2 2023. 117 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

Key Client Fiduciary Advisors held 19,709 shares of Icahn Enterprises worth $142K as of Q2 2026.
Key Client Fiduciary Advisors bought 1,172 Icahn Enterprises shares in Q2 2026, an estimated $9.02K.
Icahn Enterprises made up 0.04% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #212 holding.
Key Client Fiduciary Advisors first reported a position in Icahn Enterprises in Q4 2022 and has held it in 15 quarters since.
Key Client Fiduciary Advisors's Icahn Enterprises position peaked at $1.12M in Q2 2023.
117 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.