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Park Square Financial Group’s Icahn Enterprises IEP Stock Holding History

Park Square 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
2025
Q3 		– Sell
-44
Closed -$354 – 585
2025
Q2 		$354 Hold
44
– – ﹤0.01% 981
2025
Q1 		$399 Hold
44
– – ﹤0.01% 936
2024
Q4 		$381 Buy
+44
New +$532 ﹤0.01% 931

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

Park Square Financial Group's IEP Position: Q3 2025 in Review

Park Square Financial Group sold out of Icahn Enterprises (IEP) in Q3 2025, closing a stake of 44 shares — an estimated $354 sold.

Park Square Financial Group first reported a position in IEP in Q4 2024 and held it in 3 quarters. The position peaked at $399 in Q1 2025. 114 funds tracked by Wall St. Rank hold IEP as of Q3 2025.

  • Park Square Financial Group reported no remaining Icahn Enterprises position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 44 Icahn Enterprises shares in Q3 2025, an estimated $354.
  • Park Square Financial Group first reported a position in Icahn Enterprises in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Icahn Enterprises position peaked at $399 in Q1 2025.
  • 114 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.