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 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 $8.55B AUM 29.29% 1-Year Est. Return

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

Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return

Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

HRT Financial New York $26B AUM 58.22% 1-Year Est. Return