HBW
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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Hazlett, Burt & Watson held its Shopify (SHOP) position steady in Q1 2026 at 700 shares worth $83K. The position accounts for 0.03% of the portfolio, ranked #370.

Hazlett, Burt & Watson first reported a position in SHOP in Q2 2024 and has held it in 8 quarters since. The position peaked at $112K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Hazlett, Burt & Watson held 700 shares of Shopify worth $83K as of Q1 2026.
  • Hazlett, Burt & Watson left its Shopify share count unchanged in Q1 2026.
  • Shopify made up 0.03% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #370 holding.
  • Hazlett, Burt & Watson first reported a position in Shopify in Q2 2024 and has held it in 8 quarters since.
  • Hazlett, Burt & Watson's Shopify position peaked at $112K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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