United Advisor Group’s Icahn Enterprises IEP Stock Holding History

United Advisor 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	$236K	Buy	32,712 +1,850	+6%	+$14.2K	0.02%	484
2026 Q1	$233K	Sell	30,862 -2,471	-7%	-$19.4K	0.03%	455
2025 Q4	$252K	Sell	33,333 -292	-0.9%	-$2.35K	0.03%	421
2025 Q3	$283K	Buy	33,625 +3,776	+13%	+$33K	0.04%	367
2025 Q2	$240K	Buy	29,849 +1,483	+5%	+$12.7K	0.04%	352
2025 Q1	$257K	Sell	28,366 -574	-2%	-$5.53K	0.05%	299
2024 Q4	$251K	Buy	28,940 +10	+0%	+$121	0.05%	318
2024 Q3	$391K	Buy	28,930 +2,079	+8%	+$31.4K	0.09%	228
2024 Q2	$443K	Buy	26,851 +2,012	+8%	+$34.1K	0.14%	148
2024 Q1	$423K	Buy	+24,839	New	+$456K	0.16%	134

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

United Advisor Group's IEP Position: Q2 2026 in Review

United Advisor Group increased its Icahn Enterprises (IEP) stake by 6% in Q2 2026, buying an estimated $14.2K and bringing the position to 32,712 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #484.

United Advisor Group first reported a position in IEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $443K in Q2 2024. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

United Advisor Group held 32,712 shares of Icahn Enterprises worth $236K as of Q2 2026.
United Advisor Group bought 1,850 Icahn Enterprises shares in Q2 2026, an estimated $14.2K.
Icahn Enterprises made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #484 holding.
United Advisor Group first reported a position in Icahn Enterprises in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's Icahn Enterprises position peaked at $443K in Q2 2024.
116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.