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Ridgewood Investments’s Icahn Enterprises IEP Stock Holding History

Ridgewood Investments’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
-50
Closed -$402 – 426
2025
Q2 		$402 Hold
50
– – ﹤0.01% 700
2025
Q1 		$453 Sell
50
-200
-80% -$1.93K ﹤0.01% 650
2024
Q4 		$2.17K Sell
250
-100
-29% -$1.21K ﹤0.01% 646
2024
Q3 		$4.73K Hold
350
– – ﹤0.01% 595
2024
Q2 		$5.77K Buy
+350
New +$5.93K ﹤0.01% 578
2023
Q3 		– Sell
-80
Closed -$2.32K – 453
2023
Q2 		$2.32K Buy
+80
New +$2.91K ﹤0.01% 688

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

Ridgewood Investments's IEP Position: Q3 2025 in Review

Ridgewood Investments sold out of Icahn Enterprises (IEP) in Q3 2025, closing a stake of 50 shares — an estimated $402 sold.

Ridgewood Investments first reported a position in IEP in Q2 2023 and held it in 6 quarters. The position peaked at $5.77K in Q2 2024. 114 funds tracked by Wall St. Rank hold IEP as of Q3 2025.

  • Ridgewood Investments reported no remaining Icahn Enterprises position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 50 Icahn Enterprises shares in Q3 2025, an estimated $402.
  • Ridgewood Investments first reported a position in Icahn Enterprises in Q2 2023 and held it in 6 quarters.
  • Ridgewood Investments's Icahn Enterprises position peaked at $5.77K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.