AWM
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AE Wealth Management’s Burlington BURL Stock Holding History

AE 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 		$698K Buy
2,204
+201
+10% +$64.8K ﹤0.01% 1064
2026
Q1 		$652K Buy
2,003
+167
+9% +$51.1K ﹤0.01% 985
2025
Q4 		$530K Buy
+1,836
New +$498K ﹤0.01% 1028

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

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

AE Wealth Management increased its Burlington (BURL) stake by 10% in Q2 2026, buying an estimated $64.8K and bringing the position to 2,204 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

AE Wealth Management first reported a position in BURL in Q4 2025 and has held it in 3 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • AE Wealth Management held 2,204 shares of Burlington worth $698K as of Q2 2026.
  • AE Wealth Management bought 201 Burlington shares in Q2 2026, an estimated $64.8K.
  • Burlington made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1064 holding.
  • AE Wealth Management first reported a position in Burlington in Q4 2025 and has held it in 3 quarters since.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.