PWMA
IEP icon

Pension & Wealth Management Advisors’s Icahn Enterprises IEP Stock Holding History

Pension & Wealth Management 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 		$36 Hold
5
– – ﹤0.01% 538
2026
Q1 		$38 Hold
5
– – ﹤0.01% 508
2025
Q4 		$38 Hold
5
– – ﹤0.01% 528
2025
Q3 		$42 Hold
5
– – ﹤0.01% 533
2025
Q2 		$40 Buy
+5
New +$43 ﹤0.01% 492

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

Pension & Wealth Management Advisors's IEP Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Icahn Enterprises (IEP) position steady in Q2 2026 at 5 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Pension & Wealth Management Advisors first reported a position in IEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $42 in Q3 2025. 112 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Pension & Wealth Management Advisors held 5 shares of Icahn Enterprises worth $36 as of Q2 2026.
  • Pension & Wealth Management Advisors left its Icahn Enterprises share count unchanged in Q2 2026.
  • Icahn Enterprises made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #538 holding.
  • Pension & Wealth Management Advisors first reported a position in Icahn Enterprises in Q2 2025 and has held it in 5 quarters since.
  • Pension & Wealth Management Advisors's Icahn Enterprises position peaked at $42 in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.