NewEdge Advisors’s Icahn Enterprises IEP Stock Holding History

NewEdge 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
2026 Q2	$779	Buy	108 +6	+6%	+$46	﹤0.01%	4019
2026 Q1	$770	Sell	102 -1	-1%	-$8	﹤0.01%	3936
2025 Q4	$778	Hold	103	–	–	﹤0.01%	4005
2025 Q3	$867	Buy	103 +5	+5%	+$44	﹤0.01%	3896
2025 Q2	$788	Hold	98	–	–	﹤0.01%	3748
2025 Q1	$888	Sell	98 -1	-1%	-$10	﹤0.01%	3645
2024 Q4	$858	Buy	99 +1	+1%	+$12	﹤0.01%	3587
2024 Q3	$1.32K	Sell	98 -648	-87%	-$9.79K	﹤0.01%	3460
2024 Q2	$12.3K	Buy	746 +119	+19%	+$2.02K	﹤0.01%	2782
2024 Q1	$10.7K	Sell	627 -137	-18%	-$2.52K	﹤0.01%	2852
2023 Q4	$13.1K	Sell	764 -445	-37%	-$7.79K	﹤0.01%	2743
2023 Q3	$23.9K	Buy	1,209 +39	+3%	+$985	﹤0.01%	2336
2023 Q2	$34K	Sell	1,170 -1,008	-46%	-$36.7K	﹤0.01%	2226
2023 Q1	$113K	Sell	2,178 -1,523	-41%	-$80.5K	﹤0.01%	1709
2022 Q4	$115K	Buy	+3,701	New	+$193K	﹤0.01%	1389
2017 Q3	–	Sell	-100	Closed	-$5.12K	–	710
2017 Q2	$5.12K	Buy	+100	New	+$5K	﹤0.01%	1141

Other funds holding IEP

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

NewEdge Advisors's IEP Position: Q2 2026 in Review

NewEdge Advisors increased its Icahn Enterprises (IEP) stake by 5.9% in Q2 2026, buying an estimated $46 and bringing the position to 108 shares worth $779. The position accounts for ﹤0.01% of the portfolio, ranked #4019.

NewEdge Advisors first reported a position in IEP in Q2 2017 and has held it in 16 quarters since. The position peaked at $115K in Q4 2022. 97 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

NewEdge Advisors held 108 shares of Icahn Enterprises worth $779 as of Q2 2026.
NewEdge Advisors bought 6 Icahn Enterprises shares in Q2 2026, an estimated $46.
Icahn Enterprises made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4019 holding.
NewEdge Advisors first reported a position in Icahn Enterprises in Q2 2017 and has held it in 16 quarters since.
NewEdge Advisors's Icahn Enterprises position peaked at $115K in Q4 2022.
97 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.