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Atria Investments’s Burlington BURL Stock Holding History

Atria Investments’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 		$323K Buy
1,020
+19
+2% +$6.13K ﹤0.01% 1799
2026
Q1 		$326K Sell
1,001
-116
-10% -$35.5K ﹤0.01% 1703
2025
Q4 		$323K Buy
1,117
+51
+5% +$13.8K ﹤0.01% 1703
2025
Q3 		$271K Sell
1,066
-91
-8% -$24.7K ﹤0.01% 1773
2025
Q2 		$269K Sell
1,157
-153
-12% -$36.4K ﹤0.01% 1772
2025
Q1 		$312K Sell
1,310
-414
-24% -$107K ﹤0.01% 1604
2024
Q4 		$491K Sell
1,724
-225
-12% -$60.8K 0.01% 1339
2024
Q3 		$514K Sell
1,949
-72
-4% -$18.6K 0.01% 1302
2024
Q2 		$485K Buy
+2,021
New +$416K 0.01% 1319
2022
Q1 		– Sell
-4,506
Closed -$1.31M – 865
2021
Q4 		$1.31M Buy
4,506
+736
+20% +$207K 0.02% 722
2021
Q3 		$1.07M Buy
+3,770
New +$1.21M 0.02% 758
2020
Q1 		– Sell
-1,995
Closed -$455K – 630
2019
Q4 		$455K Buy
1,995
+963
+93% +$201K 0.01% 822
2019
Q3 		$206K Buy
+1,032
New +$190K 0.01% 839
2019
Q1 		– Sell
-2,764
Closed -$450K – 945
2018
Q4 		$450K Sell
2,764
-124
-4% -$20K 0.02% 537
2018
Q3 		$471K Buy
2,888
+3
+0.1% +$479 0.02% 608
2018
Q2 		$434K Sell
2,885
-232
-7% -$33K 0.02% 611
2018
Q1 		$415K Buy
3,117
+391
+14% +$48.3K 0.02% 570
2017
Q4 		$335K Buy
+2,726
New +$278K 0.02% 604

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

Atria Investments's BURL Position: Q2 2026 in Review

Atria Investments increased its Burlington (BURL) stake by 1.9% in Q2 2026, buying an estimated $6.13K and bringing the position to 1,020 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Atria Investments first reported a position in BURL in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.31M in Q4 2021. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Atria Investments held 1,020 shares of Burlington worth $323K as of Q2 2026.
  • Atria Investments bought 19 Burlington shares in Q2 2026, an estimated $6.13K.
  • Burlington made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1799 holding.
  • Atria Investments first reported a position in Burlington in Q4 2017 and has held it in 18 quarters since.
  • Atria Investments's Burlington position peaked at $1.31M in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.