SHP Wealth Management’s Icahn Enterprises IEP Stock Holding History

SHP Wealth Management’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 Q1	–	Sell	-1	Closed	-$8	–	1867
2025 Q4	$8	Buy	+1	New	+$8	﹤0.01%	1550

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

SHP Wealth Management's IEP Position: Q1 2026 in Review

SHP Wealth Management sold out of Icahn Enterprises (IEP) in Q1 2026, closing a stake of 1 share — an estimated $8 sold.

SHP Wealth Management first reported a position in IEP in Q4 2025 and held it in 1 quarter. The position peaked at $8 in Q4 2025. 112 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

SHP Wealth Management reported no remaining Icahn Enterprises position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 1 Icahn Enterprises share in Q1 2026, an estimated $8.
SHP Wealth Management first reported a position in Icahn Enterprises in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's Icahn Enterprises position peaked at $8 in Q4 2025.
112 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.