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RMR Wealth Builders’s Icahn Enterprises IEP Stock Holding History

RMR Wealth Builders’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 		$291K Buy
+40,340
New +$310K 0.02% 258

Other funds holding IEP

NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RMR Wealth Builders's IEP Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in Icahn Enterprises (IEP) in Q2 2026: 40,340 shares worth $291K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings.

29 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • RMR Wealth Builders held 40,340 shares of Icahn Enterprises worth $291K as of Q2 2026.
  • Icahn Enterprises was a new RMR Wealth Builders position in Q2 2026.
  • Icahn Enterprises made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #258 holding.
  • 29 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.