Raymond James Financial’s Icahn Enterprises IEP Stock Holding History

Raymond James Financial’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	$1.15M	Buy	159,240 +27,412	+21%	+$211K	﹤0.01%	3894
2026 Q1	$995K	Buy	131,828 +22,474	+21%	+$176K	﹤0.01%	3843
2025 Q4	$826K	Sell	109,354 -4,358	-4%	-$35.1K	﹤0.01%	3907
2025 Q3	$957K	Buy	113,712 +5,848	+5%	+$51.2K	﹤0.01%	3703
2025 Q2	$868K	Sell	107,864 -19,111	-15%	-$164K	﹤0.01%	3672
2025 Q1	$1.15M	Buy	126,975 +15,266	+14%	+$147K	﹤0.01%	3380
2024 Q4	$969K	Buy	+111,709	New	+$1.35M	﹤0.01%	3479

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 40.89% 1-Year Est. Return

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

Raymond James Financial's IEP Position: Q2 2026 in Review

Raymond James Financial increased its Icahn Enterprises (IEP) stake by 21% in Q2 2026, buying an estimated $211K and bringing the position to 159,240 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #3894.

Raymond James Financial first reported a position in IEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2025. 117 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

Raymond James Financial held 159,240 shares of Icahn Enterprises worth $1.15M as of Q2 2026.
Raymond James Financial bought 27,412 Icahn Enterprises shares in Q2 2026, an estimated $211K.
Icahn Enterprises made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3894 holding.
Raymond James Financial first reported a position in Icahn Enterprises in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Icahn Enterprises position peaked at $1.15M in Q1 2025.
117 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.