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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
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 -$727 – 321
2019
Q2 		$727 Buy
+1,004
New +$72.8K 0.03% 315

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 $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
SAM
Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return