Advisory Services Network’s Burlington BURL Stock Holding History

Advisory Services Network’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	$143K	Sell	452 -1	-0.2%	-$322	﹤0.01%	2032
2026 Q1	$148K	Buy	+453	New	+$139K	﹤0.01%	1985
2025 Q4	–	Sell	-907	Closed	-$231K	–	2150
2025 Q3	$231K	Sell	907 -196	-18%	-$53.2K	﹤0.01%	1609
2025 Q2	$301K	Buy	+1,103	New	+$262K	﹤0.01%	1403
2024 Q1	–	Sell	-100	Closed	-$19.4K	–	1762
2023 Q4	$19.4K	Buy	+100	New	+$14.9K	﹤0.01%	2546
2023 Q2	–	Sell	-14	Closed	-$2.83K	–	1756
2023 Q1	$2.83K	Hold	14	–	–	﹤0.01%	3339
2022 Q4	$2.84K	Buy	+14	New	+$2.23K	﹤0.01%	3307
2021 Q3	–	Sell	-28	Closed	-$9K	–	1651
2021 Q2	$9K	Buy	+28	New	+$8.91K	﹤0.01%	2828
2021 Q1	–	Sell	-27	Closed	-$7K	–	1505
2020 Q4	$7K	Sell	27 -114	-81%	-$25.4K	﹤0.01%	2578
2020 Q3	$29K	Buy	+141	New	+$27.5K	﹤0.01%	1879
2020 Q2	–	Sell	-215	Closed	-$34K	–	1263
2020 Q1	$34K	Sell	215 -63	-23%	-$13.3K	﹤0.01%	1564
2019 Q4	$63K	Buy	278 +157	+130%	+$32.8K	﹤0.01%	1384
2019 Q3	$21K	Hold	121	–	–	﹤0.01%	1792
2019 Q2	$21K	Sell	121 -4	-3%	-$654	﹤0.01%	1790
2019 Q1	$20K	Buy	125 +23	+23%	+$3.71K	﹤0.01%	1611
2018 Q4	$16K	Buy	102 +70	+219%	+$11.3K	﹤0.01%	1574
2018 Q3	$5K	Hold	32	–	–	﹤0.01%	2046
2018 Q2	$5K	Hold	32	–	–	﹤0.01%	1993
2018 Q1	$4K	Sell	32 -142	-82%	-$17.5K	﹤0.01%	2180
2017 Q4	$21K	Hold	174	–	–	﹤0.01%	1605
2017 Q3	$17K	Buy	174 +68	+64%	+$5.97K	﹤0.01%	1442
2017 Q2	$10K	Buy	106 +39	+58%	+$3.75K	﹤0.01%	1543
2017 Q1	$7K	Buy	+67	New	+$5.93K	﹤0.01%	1586
2016 Q3	$3K	Hold	41	–	–	﹤0.01%	1660
2016 Q2	$3K	Buy	+41	New	+$2.41K	﹤0.01%	1539

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Services Network's BURL Position: Q2 2026 in Review

Advisory Services Network reduced its Burlington (BURL) stake by 0.22% in Q2 2026, selling an estimated $322 and leaving 452 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

Advisory Services Network first reported a position in BURL in Q2 2016 and has held it in 25 quarters since. The position peaked at $301K in Q2 2025. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Advisory Services Network held 452 shares of Burlington worth $143K as of Q2 2026.
Advisory Services Network sold 1 Burlington share in Q2 2026, an estimated $322.
Burlington made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #2032 holding.
Advisory Services Network first reported a position in Burlington in Q2 2016 and has held it in 25 quarters since.
Advisory Services Network's Burlington position peaked at $301K in Q2 2025.
653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.