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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

NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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. 20 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.
  • 20 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.