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Steward Partners Investment Advisory’s Icahn Enterprises IEP Stock Holding History

Steward Partners Investment Advisory’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 		$40.8K Buy
5,660
+509
+10% +$3.92K ﹤0.01% 3069
2026
Q1 		$38.9K Buy
5,151
+3,861
+299% +$30.3K ﹤0.01% 2914
2025
Q4 		$9.74K Buy
1,290
+78
+6% +$629 ﹤0.01% 3456
2025
Q3 		$10.2K Sell
1,212
-429
-26% -$3.75K ﹤0.01% 3397
2025
Q2 		$13.2K Buy
1,641
+774
+89% +$6.62K ﹤0.01% 3088
2025
Q1 		$7.85K Sell
867
-1,277
-60% -$12.3K ﹤0.01% 3203
2024
Q4 		$18.6K Sell
2,144
-355
-14% -$4.3K ﹤0.01% 2835
2024
Q3 		$33.8K Buy
2,499
+194
+8% +$2.93K ﹤0.01% 2428
2024
Q2 		$38K Sell
2,305
-255
-10% -$4.32K ﹤0.01% 2233
2024
Q1 		$43.5K Sell
2,560
-147
-5% -$2.7K ﹤0.01% 2184
2023
Q4 		$46.5K Sell
2,707
-619
-19% -$10.8K ﹤0.01% 2030
2023
Q3 		$65.8K Sell
3,326
-456
-12% -$11.5K ﹤0.01% 1778
2023
Q2 		$110K Sell
3,782
-1,116
-23% -$40.6K ﹤0.01% 1545
2023
Q1 		$253K Buy
4,898
+31
+0.6% +$1.64K ﹤0.01% 1181
2022
Q4 		$247K Buy
4,867
+387
+9% +$20.2K ﹤0.01% 1160
2022
Q3 		$223K Buy
4,480
+201
+5% +$10.4K ﹤0.01% 1158
2022
Q2 		$206K Buy
4,279
+1,101
+35% +$57.2K ﹤0.01% 1197
2022
Q1 		$165K Buy
3,178
+23
+0.7% +$1.23K ﹤0.01% 1374
2021
Q4 		$156K Buy
3,155
+2
+0.1% +$106 ﹤0.01% 1410
2021
Q3 		$157K Sell
3,153
-295
-9% -$16.3K ﹤0.01% 1369
2021
Q2 		$190K Sell
3,448
-334
-9% -$19K ﹤0.01% 1583
2021
Q1 		$203K Buy
3,782
+325
+9% +$19.2K ﹤0.01% 1294
2020
Q4 		$175K Buy
3,457
+216
+7% +$11K ﹤0.01% 1129
2020
Q3 		$160K Buy
3,241
+85
+3% +$4.29K ﹤0.01% 1035
2020
Q2 		$153K Buy
3,156
+473
+18% +$23.2K ﹤0.01% 968
2020
Q1 		$129K Sell
2,683
-2,087
-44% -$126K ﹤0.01% 917
2019
Q4 		$293K Sell
4,770
-26
-0.5% -$1.68K 0.01% 769
2019
Q3 		$307K Buy
4,796
+678
+16% +$48.2K 0.01% 722
2019
Q2 		$298K Buy
+4,118
New +$299K 0.01% 694
2018
Q4 		– Sell
-2,611
Closed -$185K – 1408
2018
Q3 		$185K Buy
2,611
+10
+0.4% +$742 0.01% 742
2018
Q2 		$185K Sell
2,601
-672
-21% -$45.3K 0.01% 669
2018
Q1 		$186K Buy
+3,273
New +$187K 0.01% 629

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

Steward Partners Investment Advisory's IEP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Icahn Enterprises (IEP) stake by 9.9% in Q2 2026, buying an estimated $3.92K and bringing the position to 5,660 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3069.

Steward Partners Investment Advisory first reported a position in IEP in Q1 2018 and has held it in 32 quarters since. The position peaked at $307K in Q3 2019. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Steward Partners Investment Advisory held 5,660 shares of Icahn Enterprises worth $40.8K as of Q2 2026.
  • Steward Partners Investment Advisory bought 509 Icahn Enterprises shares in Q2 2026, an estimated $3.92K.
  • Icahn Enterprises made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3069 holding.
  • Steward Partners Investment Advisory first reported a position in Icahn Enterprises in Q1 2018 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's Icahn Enterprises position peaked at $307K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.