SSG
IEP icon

Summit Securities Group’s Icahn Enterprises IEP Stock Holding History

Summit Securities Group’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 		$52.6K Buy
7,300
+4,600
+170% +$35.4K 0.01% 578
2026
Q1 		$20.4K Sell
2,700
-655
-20% -$5.13K ﹤0.01% 518
2025
Q4 		$25.3K Sell
3,355
-7,945
-70% -$64.1K ﹤0.01% 759
2025
Q3 		$95.1K Buy
11,300
+300
+3% +$2.63K 0.02% 404
2025
Q2 		$88.5K Buy
11,000
+700
+7% +$5.99K 0.02% 387
2025
Q1 		$93.3K Buy
10,300
+6,719
+188% +$64.7K 0.01% 245
2024
Q4 		$31K Sell
3,581
-3,961
-53% -$47.9K 0.01% 342
2024
Q3 		$102K Buy
7,542
+3,342
+80% +$50.5K 0.03% 185
2024
Q2 		$69K Sell
4,200
-2,000
-32% -$33.9K 0.01% 261
2024
Q1 		$105K Buy
6,200
+988
+19% +$18.2K 0.02% 195
2023
Q4 		$90K Sell
5,212
-719
-12% -$12.6K 0.01% 348
2023
Q3 		$117K Buy
5,931
+5,226
+741% +$132K 0.01% 206
2023
Q2 		$20K Buy
+705
New +$25.7K ﹤0.01% 631
2023
Q1 		– Sell
-79
Closed -$4K – 1040
2022
Q4 		$4K Buy
79
+41
+108% +$2.14K ﹤0.01% 1088
2022
Q3 		$2K Buy
38
+16
+73% +$826 ﹤0.01% 865
2022
Q2 		$1K Sell
22
-178
-89% -$9.24K ﹤0.01% 906
2022
Q1 		$10K Buy
+200
New +$10.7K ﹤0.01% 837
2015
Q2 		– Sell
-1,100
Closed -$99K – 532
2015
Q1 		$99K Buy
+1,100
New +$104K 0.07% 125
2014
Q3 		– Sell
-500
Closed -$53.1K – 749
2014
Q2 		$50K Sell
500
-1,000
-67% -$100K 0.02% 302
2014
Q1 		$154K Buy
1,500
+1,400
+1,400% +$154K 0.09% 110
2013
Q4 		$11K Buy
+100
New +$10.9K ﹤0.01% 343

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

Summit Securities Group's IEP Position: Q2 2026 in Review

Summit Securities Group increased its Icahn Enterprises (IEP) stake by 170% in Q2 2026, buying an estimated $35.4K and bringing the position to 7,300 shares worth $52.6K. The position accounts for 0.01% of the portfolio, ranked #578.

Summit Securities Group first reported a position in IEP in Q4 2013 and has held it in 21 quarters since. The position peaked at $154K in Q1 2014. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Summit Securities Group held 7,300 shares of Icahn Enterprises worth $52.6K as of Q2 2026.
  • Summit Securities Group bought 4,600 Icahn Enterprises shares in Q2 2026, an estimated $35.4K.
  • Icahn Enterprises made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #578 holding.
  • Summit Securities Group first reported a position in Icahn Enterprises in Q4 2013 and has held it in 21 quarters since.
  • Summit Securities Group's Icahn Enterprises position peaked at $154K in Q1 2014.
  • 116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.