Mercer Global Advisors
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Mercer Global Advisors’s Icahn Enterprises IEP Stock Holding History

Mercer Global 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
2025
Q2 		– Sell
-10,839
Closed -$98.2K – 2315
2025
Q1 		$98.2K Sell
10,839
-1,315
-11% -$12.7K ﹤0.01% 2055
2024
Q4 		$105K Buy
+12,154
New +$147K ﹤0.01% 2039
2023
Q2 		– Sell
-4,692
Closed -$243K – 1978
2023
Q1 		$243K Buy
4,692
+530
+13% +$28K ﹤0.01% 1628
2022
Q4 		$211K Buy
+4,162
New +$217K ﹤0.01% 1685
2020
Q1 		– Sell
-12,288
Closed -$756K – 1170
2019
Q4 		$756K Buy
+12,288
New +$795K 0.02% 597

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
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 $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors's IEP Position: Q2 2025 in Review

Mercer Global Advisors sold out of Icahn Enterprises (IEP) in Q2 2025, closing a stake of 10,839 shares — an estimated $98.2K sold.

Mercer Global Advisors first reported a position in IEP in Q4 2019 and held it in 5 quarters. The position peaked at $756K in Q4 2019. 115 funds tracked by Wall St. Rank hold IEP as of Q2 2025.

  • Mercer Global Advisors reported no remaining Icahn Enterprises position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 10,839 Icahn Enterprises shares in Q2 2025, an estimated $98.2K.
  • Mercer Global Advisors first reported a position in Icahn Enterprises in Q4 2019 and held it in 5 quarters.
  • Mercer Global Advisors's Icahn Enterprises position peaked at $756K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.