UAG
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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
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

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
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
SAM
Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return