Key Financial Inc’s Icahn Enterprises IEP Stock Holding History

Key Financial Inc’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	$65	Hold	9	–	–	﹤0.01%	1331
2026 Q1	$68	Hold	9	–	–	﹤0.01%	1372
2025 Q4	$68	Hold	9	–	–	﹤0.01%	1420
2025 Q3	$76	Hold	9	–	–	﹤0.01%	1435
2025 Q2	$72	Hold	9	–	–	﹤0.01%	1411
2025 Q1	$82	Hold	9	–	–	﹤0.01%	1362
2024 Q4	$78	Hold	9	–	–	﹤0.01%	1365
2024 Q3	$122	Hold	9	–	–	﹤0.01%	1324
2024 Q2	$148	Hold	9	–	–	﹤0.01%	1303
2024 Q1	$153	Hold	9	–	–	﹤0.01%	1276
2023 Q4	$155	Hold	9	–	–	﹤0.01%	1283
2023 Q3	$178	Hold	9	–	–	﹤0.01%	1299
2023 Q2	$261	Hold	9	–	–	﹤0.01%	1335
2023 Q1	$465	Buy	+9	New	+$476	﹤0.01%	1095

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

Key Financial Inc's IEP Position: Q2 2026 in Review

Key Financial Inc held its Icahn Enterprises (IEP) position steady in Q2 2026 at 9 shares worth $65. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Key Financial Inc first reported a position in IEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $465 in Q1 2023. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

Key Financial Inc held 9 shares of Icahn Enterprises worth $65 as of Q2 2026.
Key Financial Inc left its Icahn Enterprises share count unchanged in Q2 2026.
Icahn Enterprises made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1331 holding.
Key Financial Inc first reported a position in Icahn Enterprises in Q1 2023 and has held it in 14 quarters since.
Key Financial Inc's Icahn Enterprises position peaked at $465 in Q1 2023.
116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.