Triumph Capital Management’s Icahn Enterprises IEP Stock Holding History

Triumph Capital Management’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 Q1	$117K	Hold	14,535	–	–	0.02%	426
2025 Q4	$110K	Sell	14,535 -4,610	-24%	-$37.2K	0.02%	423
2025 Q3	$161K	Buy	19,145 +91	+0.5%	+$796	0.04%	312
2025 Q2	$153K	Sell	19,054 -4,285	-18%	-$36.7K	0.05%	280
2025 Q1	$211K	Buy	23,339 +2,085	+10%	+$20.1K	0.07%	259
2024 Q4	$184K	Buy	21,254 +4,521	+27%	+$54.7K	0.06%	264
2024 Q3	$226K	Sell	16,733 -45,414	-73%	-$686K	0.08%	244
2024 Q2	$1.02M	Buy	62,147 +13,195	+27%	+$224K	0.4%	59
2024 Q1	$831K	Buy	48,952 +4,245	+9%	+$78K	0.34%	71
2023 Q4	$769K	Buy	44,707 +10,261	+30%	+$180K	0.33%	69
2023 Q3	$681K	Buy	34,446 +6,083	+21%	+$154K	0.31%	77
2023 Q2	$823K	Buy	28,363 +23,224	+452%	+$845K	0.37%	54
2023 Q1	$266K	Sell	5,139 -442	-8%	-$23.4K	0.14%	145
2022 Q4	$283K	Buy	+5,581	New	+$291K	0.15%	147

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return

Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

HRT Financial New York $26B AUM 58.22% 1-Year Est. Return