Summit Securities Group
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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

Icahn Carl
Icahn Carl Sunny Isles Beach, Florida $9.43B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jump Financial
Jump Financial Chicago, Illinois $13.9B AUM 45.06% 1-Year Est. Return

Summit Securities Group's IEP Position: Q3 2026 in Review

Summit Securities Group reduced its Icahn Enterprises (IEP) stake by 19% in Q3 2026, selling an estimated $10.1K and leaving 5,900 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Summit Securities Group first reported a position in IEP in Q4 2013 and has held it in 22 quarters since. The position peaked at $154K in Q1 2014. 106 funds tracked by Wall St. Rank hold IEP as of Q3 2026.

  • Summit Securities Group held 5,900 shares of Icahn Enterprises worth $39.8K as of Q3 2026.
  • Summit Securities Group sold 1,400 Icahn Enterprises shares in Q3 2026, an estimated $10.1K.
  • Icahn Enterprises made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #604 holding.
  • Summit Securities Group first reported a position in Icahn Enterprises in Q4 2013 and has held it in 22 quarters since.
  • Summit Securities Group's Icahn Enterprises position peaked at $154K in Q1 2014.
  • 106 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.