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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
2024
Q1 		– Sell
-5,000
Closed -$86K – 676
2023
Q4 		$86K Sell
5,000
-10,600
-68% -$185K 0.01% 353
2023
Q3 		$309K Buy
15,600
+5,900
+61% +$149K 0.03% 150
2023
Q2 		$282K Buy
+9,700
New +$353K 0.04% 185
2022
Q2 		– Sell
-200
Closed -$10K – 1081
2022
Q1 		$10K Sell
200
-300
-60% -$16.1K ﹤0.01% 838
2021
Q4 		$25K Buy
+500
New +$26.6K ﹤0.01% 759

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 40.89% 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. 117 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.
  • 117 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.