Meridian Wealth Management’s Icahn Enterprises IEP Stock Holding History

Meridian Wealth Management’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	$195K	Buy	26,992 +11	+0%	+$85	0.01%	802
2026 Q1	$204K	Sell	26,981 -15	-0.1%	-$118	0.01%	748
2025 Q4	$204K	Buy	26,996 +1,654	+7%	+$13.3K	0.01%	723
2025 Q3	$213K	Buy	25,342 +1,454	+6%	+$12.7K	0.01%	665
2025 Q2	$192K	Buy	23,888 +2,717	+13%	+$23.2K	0.01%	648
2025 Q1	$192K	Hold	21,171	–	–	0.01%	600
2024 Q4	$184K	Buy	21,171 +1,026	+5%	+$12.4K	0.01%	606
2024 Q3	$272K	Buy	+20,145	New	+$304K	0.01%	541
2019 Q3	–	Sell	-1,004	Closed	-$72.7K	–	321
2019 Q2	$72.7K	Buy	+1,004	New	+$72.8K	0.03%	315

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

Meridian Wealth Management's IEP Position: Q2 2026 in Review

Meridian Wealth Management increased its Icahn Enterprises (IEP) stake by 0.04% in Q2 2026, buying an estimated $85 and bringing the position to 26,992 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #802.

Meridian Wealth Management first reported a position in IEP in Q2 2019 and has held it in 9 quarters since. The position peaked at $272K in Q3 2024. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

Meridian Wealth Management held 26,992 shares of Icahn Enterprises worth $195K as of Q2 2026.
Meridian Wealth Management bought 11 Icahn Enterprises shares in Q2 2026, an estimated $85.
Icahn Enterprises made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #802 holding.
Meridian Wealth Management first reported a position in Icahn Enterprises in Q2 2019 and has held it in 9 quarters since.
Meridian Wealth Management's Icahn Enterprises position peaked at $272K in Q3 2024.
116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.