Hazlett, Burt & Watson’s Destiny Tech100 DXYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$364K	Buy	13,715 +2,675	+24%	+$77.2K	0.11%	176
2025 Q4	$337K	Buy	11,040 +2,500	+29%	+$66.9K	0.11%	177
2025 Q3	$183K	Buy	8,540 +4,640	+119%	+$138K	0.06%	238
2025 Q2	$148K	Buy	3,900 +1,200	+44%	+$45.5K	0.06%	236
2025 Q1	$95K	Buy	2,700 +2,350	+671%	+$111K	0.04%	282
2024 Q4	$21K	Hold	350	–	–	0.01%	467
2024 Q3	$3K	Buy	+350	New	+$4.24K	﹤0.01%	661

Other funds holding DXYZ

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

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

Hazlett, Burt & Watson increased its Destiny Tech100 (DXYZ) stake by 24% in Q1 2026, buying an estimated $77.2K and bringing the position to 13,715 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #176.

Hazlett, Burt & Watson first reported a position in DXYZ in Q3 2024 and has held it in 7 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

Hazlett, Burt & Watson held 13,715 shares of Destiny Tech100 worth $364K as of Q1 2026.
Hazlett, Burt & Watson bought 2,675 Destiny Tech100 shares in Q1 2026, an estimated $77.2K.
Destiny Tech100 made up 0.11% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #176 holding.
Hazlett, Burt & Watson first reported a position in Destiny Tech100 in Q3 2024 and has held it in 7 quarters since.
131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

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