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Merit Financial Group’s Icahn Enterprises IEP Stock Holding History

Merit Financial Group’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 		– Sell
-13,224
Closed -$99.8K – 2402
2026
Q1 		$99.8K Buy
13,224
+203
+2% +$1.59K ﹤0.01% 2011
2025
Q4 		$98.3K Buy
13,021
+1,464
+13% +$11.8K ﹤0.01% 1895
2025
Q3 		$97.3K Sell
11,557
-92
-0.8% -$805 ﹤0.01% 1735
2025
Q2 		$93.7K Buy
11,649
+322
+3% +$2.75K ﹤0.01% 1639
2025
Q1 		$103K Sell
11,327
-28,258
-71% -$272K ﹤0.01% 1355
2024
Q4 		$343K Buy
+39,585
New +$479K 0.01% 877
2024
Q1 		– Sell
-58,870
Closed -$1.01M – 893
2023
Q4 		$1.01M Sell
58,870
-14,549
-20% -$255K 0.03% 313
2023
Q3 		$1.45M Sell
73,419
-5,406
-7% -$137K 0.05% 267
2023
Q2 		$2.29M Buy
+78,825
New +$2.87M 0.07% 199

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Merit Financial Group's IEP Position: Q2 2026 in Review

Merit Financial Group sold out of Icahn Enterprises (IEP) in Q2 2026, closing a stake of 13,224 shares — an estimated $99.8K sold.

Merit Financial Group first reported a position in IEP in Q2 2023 and held it in 9 quarters. The position peaked at $2.29M in Q2 2023. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Merit Financial Group reported no remaining Icahn Enterprises position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 13,224 Icahn Enterprises shares in Q2 2026, an estimated $99.8K.
  • Merit Financial Group first reported a position in Icahn Enterprises in Q2 2023 and held it in 9 quarters.
  • Merit Financial Group's Icahn Enterprises position peaked at $2.29M in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.