Wealth Enhancement Advisory Services’s Icahn Enterprises IEP Stock Holding History

Wealth Enhancement Advisory Services’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	$143K	Sell	19,030 -9,145	-32%	-$70.4K	﹤0.01%	3713
2026 Q1	$218K	Sell	28,175 -1,205	-4%	-$9.45K	﹤0.01%	3074
2025 Q4	$229K	Buy	29,380 +9,639	+49%	+$77.7K	﹤0.01%	3160
2025 Q3	$165K	Buy	19,741 +9,662	+96%	+$84.6K	﹤0.01%	3204
2025 Q2	$86.3K	Sell	10,079 -1,562	-13%	-$13.4K	﹤0.01%	3162
2025 Q1	$105K	Buy	+11,641	New	+$112K	﹤0.01%	2752
2024 Q4	–	Sell	-12,115	Closed	-$164K	–	3033
2024 Q3	$164K	Buy	+12,115	New	+$183K	﹤0.01%	2479
2024 Q2	–	Sell	-5,798	Closed	-$98.6K	–	2656
2024 Q1	$98.6K	Buy	+5,798	New	+$107K	﹤0.01%	2297

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

Wealth Enhancement Advisory Services's IEP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Icahn Enterprises (IEP) stake by 32% in Q2 2026, selling an estimated $70.4K and leaving 19,030 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #3713.

Wealth Enhancement Advisory Services first reported a position in IEP in Q1 2024 and has held it in 8 quarters since. The position peaked at $229K in Q4 2025. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

Wealth Enhancement Advisory Services held 19,030 shares of Icahn Enterprises worth $143K as of Q2 2026.
Wealth Enhancement Advisory Services sold 9,145 Icahn Enterprises shares in Q2 2026, an estimated $70.4K.
Icahn Enterprises made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3713 holding.
Wealth Enhancement Advisory Services first reported a position in Icahn Enterprises in Q1 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Icahn Enterprises position peaked at $229K in Q4 2025.
116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.