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Annis Gardner Whiting Capital Advisors’s Burlington BURL Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-470
Closed -$153K – 466
2026
Q1 		$153K Hold
470
– – 0.02% 357
2025
Q4 		$136K Sell
470
-114
-20% -$30.9K 0.03% 355
2025
Q3 		$149K Buy
+584
New +$159K 0.03% 308

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's BURL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Burlington (BURL) in Q2 2026, closing a stake of 470 shares — an estimated $153K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BURL in Q3 2025 and held it in 3 quarters. The position peaked at $153K in Q1 2026. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 470 Burlington shares in Q2 2026, an estimated $153K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Burlington in Q3 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Burlington position peaked at $153K in Q1 2026.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.