MPWM Advisory Solutions’s Icahn Enterprises IEP Stock Holding History

MPWM Advisory Solutions’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	$2.44K	Sell	338 -4,219	-93%	-$32.5K	﹤0.01%	477
2026 Q1	$34.4K	Hold	4,557	–	–	0.02%	226
2025 Q4	$34.4K	Buy	4,557 +277	+6%	+$2.23K	0.02%	208
2025 Q3	$36K	Hold	4,280	–	–	0.02%	190
2025 Q2	$34.4K	Buy	4,280 +30	+0.7%	+$257	0.02%	192
2025 Q1	$38.5K	Hold	4,250	–	–	0.03%	172
2024 Q4	$36.8K	Buy	+4,250	New	+$51.4K	0.03%	179

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

MPWM Advisory Solutions's IEP Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Icahn Enterprises (IEP) stake by 93% in Q2 2026, selling an estimated $32.5K and leaving 338 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

MPWM Advisory Solutions first reported a position in IEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.5K in Q1 2025. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

MPWM Advisory Solutions held 338 shares of Icahn Enterprises worth $2.44K as of Q2 2026.
MPWM Advisory Solutions sold 4,219 Icahn Enterprises shares in Q2 2026, an estimated $32.5K.
Icahn Enterprises made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #477 holding.
MPWM Advisory Solutions first reported a position in Icahn Enterprises in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Icahn Enterprises position peaked at $38.5K in Q1 2025.
116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.