AWM
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Activest Wealth Management’s Burlington BURL Stock Holding History

Activest Wealth Management’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.87K Sell
28
-38
-58% -$12.3K ﹤0.01% 604
2026
Q1 		$21.5K Buy
66
+64
+3,200% +$19.6K ﹤0.01% 510
2025
Q4 		$578 Buy
2
+1
+100% +$271 ﹤0.01% 989
2025
Q3 		$255 Buy
+1
New +$272 ﹤0.01% 1005
2025
Q2 		– Sell
-12
Closed -$2.85K – 1067
2025
Q1 		$2.86K Buy
12
+11
+1,100% +$2.85K ﹤0.01% 592
2024
Q4 		$285 Buy
+1
New +$270 ﹤0.01% 599

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Activest Wealth Management's BURL Position: Q2 2026 in Review

Activest Wealth Management reduced its Burlington (BURL) stake by 58% in Q2 2026, selling an estimated $12.3K and leaving 28 shares worth $8.87K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Activest Wealth Management first reported a position in BURL in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.5K in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Activest Wealth Management held 28 shares of Burlington worth $8.87K as of Q2 2026.
  • Activest Wealth Management sold 38 Burlington shares in Q2 2026, an estimated $12.3K.
  • Burlington made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #604 holding.
  • Activest Wealth Management first reported a position in Burlington in Q4 2024 and has held it in 6 quarters since.
  • Activest Wealth Management's Burlington position peaked at $21.5K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.