Hazlett, Burt & Watson’s Elevance Health ELV Stock Holding History

Hazlett, Burt & Watson’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5	Closed	-$2K	–	927
2025 Q3	$2K	Sell	5 -8	-62%	-$2.49K	﹤0.01%	809
2025 Q2	$5K	Buy	13 +5	+63%	+$2.01K	﹤0.01%	666
2025 Q1	$3K	Sell	8 -10	-56%	-$4.01K	﹤0.01%	688
2024 Q4	$7K	Sell	18 -10	-36%	-$4.18K	﹤0.01%	578
2024 Q3	$14K	Buy	28 +20	+250%	+$10.7K	0.01%	497
2024 Q2	$4K	Hold	8	–	–	﹤0.01%	601
2024 Q1	$4K	Hold	8	–	–	﹤0.01%	593
2023 Q4	$4K	Hold	8	–	–	﹤0.01%	569
2023 Q3	$3K	Hold	8	–	–	﹤0.01%	604
2023 Q2	$4K	Hold	8	–	–	﹤0.01%	573
2023 Q1	$4K	Hold	8	–	–	﹤0.01%	533
2022 Q4	$4K	Hold	8	–	–	﹤0.01%	536
2022 Q3	$4K	Hold	8	–	–	﹤0.01%	526
2022 Q2	$4K	Hold	8	–	–	﹤0.01%	523
2022 Q1	$4K	Buy	+8	New	+$3.66K	﹤0.01%	527

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Hazlett, Burt & Watson's ELV Position: Q4 2025 in Review

Hazlett, Burt & Watson sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 5 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in ELV in Q1 2022 and held it in 15 quarters. The position peaked at $14K in Q3 2024. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

Hazlett, Burt & Watson reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 5 Elevance Health shares in Q4 2025, an estimated $2K.
Hazlett, Burt & Watson first reported a position in Elevance Health in Q1 2022 and held it in 15 quarters.
Hazlett, Burt & Watson's Elevance Health position peaked at $14K in Q3 2024.
1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2025, filed 10 Feb 2026.