Private Advisor Group
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Private Advisor Group’s Icahn Enterprises IEP Stock Holding History

Private Advisor 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
2026
Q3 		$91K Buy
+13,481
New +$97.2K ﹤0.01% 3007
2023
Q3 		– Sell
-8,329
Closed -$242K – 2330
2023
Q2 		$242K Sell
8,329
-2,162
-21% -$78.7K ﹤0.01% 1760
2023
Q1 		$542K Sell
10,491
-11,638
-53% -$615K 0.01% 1289
2022
Q4 		$1.12K Buy
22,129
+2,941
+15% +$153K ﹤0.01% 1225
2022
Q3 		$953K Buy
19,188
+932
+5% +$48.1K 0.01% 941
2022
Q2 		$878K Sell
18,256
-759
-4% -$39.4K 0.01% 1127
2022
Q1 		$987K Buy
19,015
+12,130
+176% +$650K 0.01% 1102
2021
Q4 		$341K Sell
6,885
-5,971
-46% -$318K ﹤0.01% 1651
2021
Q3 		$642K Buy
12,856
+2,588
+25% +$143K ﹤0.01% 1390
2021
Q2 		$565K Buy
10,268
+4,049
+65% +$230K ﹤0.01% 1331
2021
Q1 		$334K Buy
6,219
+1,429
+30% +$84.2K ﹤0.01% 1501
2020
Q4 		$243K Sell
4,790
-454
-9% -$23.1K ﹤0.01% 1552
2020
Q3 		$259K Buy
5,244
+531
+11% +$26.8K ﹤0.01% 1311
2020
Q2 		$229K Hold
4,713
– – ﹤0.01% 1317
2020
Q1 		$228K Buy
4,713
+195
+4% +$11.8K ﹤0.01% 1185
2019
Q4 		$278K Sell
4,518
-327
-7% -$21.2K ﹤0.01% 1310
2019
Q3 		$311K Sell
4,845
-1,057
-18% -$75.1K ﹤0.01% 1277
2019
Q2 		$388K Buy
5,902
+229
+4% +$16.6K 0.01% 1156
2019
Q1 		$372K Buy
5,673
+539
+10% +$37.6K 0.01% 1093
2018
Q4 		$293K Sell
5,134
-306
-6% -$20.3K 0.01% 1029
2018
Q3 		$385K Buy
+5,440
New +$404K 0.01% 1100
2014
Q4 		– Sell
-2,355
Closed -$249K – 1132
2014
Q3 		$249K Buy
2,355
+21
+0.9% +$2.23K 0.02% 756
2014
Q2 		$233K Buy
+2,334
New +$234K 0.02% 738

Other funds holding IEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Solutions 4 Wealth
Solutions 4 Wealth Southlake, Texas $83.3M AUM 12.76% 1-Year Est. Return
Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Private Advisor Group's IEP Position: Q3 2026 in Review

Private Advisor Group opened a new position in Icahn Enterprises (IEP) in Q3 2026: 13,481 shares worth $91K. The stake represents ﹤0.01% of the portfolio and ranks #3007 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in IEP as recently as Q2 2023.

Private Advisor Group first reported a position in IEP in Q2 2014 and has held it in 23 quarters since. The position peaked at $987K in Q1 2022. 83 funds tracked by Wall St. Rank hold IEP as of Q3 2026.

  • Private Advisor Group held 13,481 shares of Icahn Enterprises worth $91K as of Q3 2026.
  • Icahn Enterprises was a new Private Advisor Group position in Q3 2026.
  • Icahn Enterprises made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #3007 holding.
  • Private Advisor Group first reported a position in Icahn Enterprises in Q2 2014 and has held it in 23 quarters since.
  • Private Advisor Group's Icahn Enterprises position peaked at $987K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.