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 Q3	$104K	Sell	700 -65	-8%	-$8.82K	0.03%	357
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Hazlett, Burt & Watson's SHOP Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its Shopify (SHOP) stake by 8.5% in Q3 2026, selling an estimated $8.82K and leaving 700 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #357.

Hazlett, Burt & Watson first reported a position in SHOP in Q2 2024 and has held it in 10 quarters since. The position peaked at $112K in Q4 2025. 991 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Hazlett, Burt & Watson held 700 shares of Shopify worth $104K as of Q3 2026.
Hazlett, Burt & Watson sold 65 Shopify shares in Q3 2026, an estimated $8.82K.
Shopify made up 0.03% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #357 holding.
Hazlett, Burt & Watson first reported a position in Shopify in Q2 2024 and has held it in 10 quarters since.
Hazlett, Burt & Watson's Shopify position peaked at $112K in Q4 2025.
991 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.