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Hazlett, Burt & Watson’s Icahn Enterprises IEP Stock Holding History

Hazlett, Burt & Watson’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 		– Sell
-2
Closed – – 934
2025
Q4 		$0 Hold
2
– – ﹤0.01% 936
2025
Q3 		$0 Buy
+2
New +$18 ﹤0.01% 892
2025
Q2 		– Sell
-16
Closed – – 821
2025
Q1 		$0 Hold
16
– – ﹤0.01% 810
2024
Q4 		$0 Buy
+16
New +$194 ﹤0.01% 768

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 $893B 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 $200M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Hazlett, Burt & Watson's IEP Position: Q1 2026 in Review

Hazlett, Burt & Watson sold out of Icahn Enterprises (IEP) in Q1 2026, closing a stake of 2 shares.

Hazlett, Burt & Watson first reported a position in IEP in Q4 2024 and held it in 4 quarters. The position peaked at $0 in Q4 2025. 111 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

  • Hazlett, Burt & Watson reported no remaining Icahn Enterprises position as of Q1 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 2 Icahn Enterprises shares in Q1 2026.
  • Hazlett, Burt & Watson first reported a position in Icahn Enterprises in Q4 2024 and held it in 4 quarters.
  • Hazlett, Burt & Watson's Icahn Enterprises position peaked at $0 in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.