Hazlett, Burt & Watson’s Shopify SHOP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86K	Buy	765 +65	+9%	+$7.42K	0.02%	376
2026 Q1	$83K	Hold	700	–	–	0.03%	370
2025 Q4	$112K	Hold	700	–	–	0.04%	330
2025 Q3	$104K	Buy	700 +100	+17%	+$13.6K	0.04%	311
2025 Q2	$70K	Hold	600	–	–	0.03%	330
2025 Q1	$58K	Hold	600	–	–	0.03%	337
2024 Q4	$64K	Hold	600	–	–	0.03%	329
2024 Q3	$48K	Buy	600 +100	+20%	+$6.91K	0.02%	360
2024 Q2	$33K	Buy	+500	New	+$33.2K	0.02%	391

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Hazlett, Burt & Watson's SHOP Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Shopify (SHOP) stake by 9.3% in Q2 2026, buying an estimated $7.42K and bringing the position to 765 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #376.

Hazlett, Burt & Watson first reported a position in SHOP in Q2 2024 and has held it in 9 quarters since. The position peaked at $112K in Q4 2025. 1,713 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Hazlett, Burt & Watson held 765 shares of Shopify worth $86K as of Q2 2026.
Hazlett, Burt & Watson bought 65 Shopify shares in Q2 2026, an estimated $7.42K.
Shopify made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #376 holding.
Hazlett, Burt & Watson first reported a position in Shopify in Q2 2024 and has held it in 9 quarters since.
Hazlett, Burt & Watson's Shopify position peaked at $112K in Q4 2025.
1,713 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.