SWP
IEP icon

Strategic Wealth Partners’s Icahn Enterprises IEP Stock Holding History

Strategic Wealth Partners’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 		$87 Sell
12
-125
-91% -$962 ﹤0.01% 1394
2026
Q1 		$1.03K Buy
137
+112
+448% +$878 ﹤0.01% 1242
2025
Q4 		$189 Hold
25
– – ﹤0.01% 1383
2025
Q3 		$211 Hold
25
– – ﹤0.01% 1273
2025
Q2 		$201 Buy
+25
New +$214 ﹤0.01% 1102

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

Strategic Wealth Partners's IEP Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Icahn Enterprises (IEP) stake by 91% in Q2 2026, selling an estimated $962 and leaving 12 shares worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Strategic Wealth Partners first reported a position in IEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03K in Q1 2026. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Strategic Wealth Partners held 12 shares of Icahn Enterprises worth $87 as of Q2 2026.
  • Strategic Wealth Partners sold 125 Icahn Enterprises shares in Q2 2026, an estimated $962.
  • Icahn Enterprises made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1394 holding.
  • Strategic Wealth Partners first reported a position in Icahn Enterprises in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Icahn Enterprises position peaked at $1.03K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.