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Spire Wealth Management’s Icahn Enterprises IEP Stock Holding History

Spire 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
Q2 		$39.7K Hold
5,500
– – ﹤0.01% 1236
2026
Q1 		$41.5K Sell
5,500
-1,060
-16% -$8.31K ﹤0.01% 1220
2025
Q4 		$49.5K Buy
6,560
+1,060
+19% +$8.55K ﹤0.01% 1183
2025
Q3 		$46.3K Buy
5,500
+3
+0.1% +$26 ﹤0.01% 1266
2025
Q2 		$44.2K Sell
5,497
-3
-0.1% -$26 ﹤0.01% 1249
2025
Q1 		$49.8K Buy
5,500
+2,000
+57% +$19.3K ﹤0.01% 1283
2024
Q4 		$30.3K Sell
3,500
-6,500
-65% -$78.7K ﹤0.01% 1472
2024
Q3 		$135K Buy
10,000
+2,250
+29% +$34K ﹤0.01% 832
2024
Q2 		$128K Buy
7,750
+5,750
+288% +$97.4K ﹤0.01% 833
2024
Q1 		$34K Buy
2,000
+1,000
+100% +$18.4K ﹤0.01% 1344
2023
Q4 		$17.5K Hold
1,000
– – ﹤0.01% 1582
2023
Q3 		$19.8K Buy
+1,000
New +$25.3K ﹤0.01% 1506
2022
Q3 		– Sell
-2,478
Closed -$119K – 2377
2022
Q2 		$119K Sell
2,478
-2,622
-51% -$136K ﹤0.01% 973
2022
Q1 		$265K Buy
5,100
+1,990
+64% +$107K 0.01% 772
2021
Q4 		$154K Buy
3,110
+119
+4% +$6.33K ﹤0.01% 1218
2021
Q3 		$149K Buy
2,991
+114
+4% +$6.29K ﹤0.01% 1033
2021
Q2 		$158K Buy
2,877
+190
+7% +$10.8K ﹤0.01% 1016
2021
Q1 		$147K Buy
+2,687
New +$158K ﹤0.01% 1203

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Spire Wealth Management's IEP Position: Q2 2026 in Review

Spire Wealth Management held its Icahn Enterprises (IEP) position steady in Q2 2026 at 5,500 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Spire Wealth Management first reported a position in IEP in Q1 2021 and has held it in 18 quarters since. The position peaked at $265K in Q1 2022. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Spire Wealth Management held 5,500 shares of Icahn Enterprises worth $39.7K as of Q2 2026.
  • Spire Wealth Management left its Icahn Enterprises share count unchanged in Q2 2026.
  • Icahn Enterprises made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1236 holding.
  • Spire Wealth Management first reported a position in Icahn Enterprises in Q1 2021 and has held it in 18 quarters since.
  • Spire Wealth Management's Icahn Enterprises position peaked at $265K in Q1 2022.
  • 116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.