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Mount Yale Investment Advisors’s Icahn Enterprises IEP Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-63
Closed -$507 – 1101
2025
Q2 		$507 Buy
+63
New +$539 ﹤0.01% 1416
2018
Q4 		– Sell
-6
Closed – – 520
2018
Q3 		$0 Sell
6
-166
-97% -$12.3K ﹤0.01% 965
2018
Q2 		$12K Hold
172
– – ﹤0.01% 862
2018
Q1 		$10K Buy
+172
New +$9.82K ﹤0.01% 843

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Mount Yale Investment Advisors's IEP Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Icahn Enterprises (IEP) in Q3 2025, closing a stake of 63 shares — an estimated $507 sold.

Mount Yale Investment Advisors first reported a position in IEP in Q1 2018 and held it in 4 quarters. The position peaked at $12K in Q2 2018. 114 funds tracked by Wall St. Rank hold IEP as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Icahn Enterprises position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 63 Icahn Enterprises shares in Q3 2025, an estimated $507.
  • Mount Yale Investment Advisors first reported a position in Icahn Enterprises in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Icahn Enterprises position peaked at $12K in Q2 2018.
  • 114 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.