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Avantax Advisory Services’s Burlington BURL Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$637K Buy
2,739
+76
+3% +$18.1K ﹤0.01% 1446
2025
Q1 		$635K Sell
2,663
-154
-5% -$39.9K ﹤0.01% 1360
2024
Q4 		$803K Sell
2,817
-9
-0.3% -$2.43K 0.01% 1151
2024
Q3 		$745K Buy
2,826
+124
+5% +$32.1K ﹤0.01% 1170
2024
Q2 		$649K Buy
+2,702
New +$556K ﹤0.01% 1205

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's BURL Position: Q2 2025 in Review

Avantax Advisory Services increased its Burlington (BURL) stake by 2.9% in Q2 2025, buying an estimated $18.1K and bringing the position to 2,739 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Avantax Advisory Services first reported a position in BURL in Q2 2024 and has held it in 5 quarters since. The position peaked at $803K in Q4 2024. 507 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

  • Avantax Advisory Services held 2,739 shares of Burlington worth $637K as of Q2 2025.
  • Avantax Advisory Services bought 76 Burlington shares in Q2 2025, an estimated $18.1K.
  • Burlington made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1446 holding.
  • Avantax Advisory Services first reported a position in Burlington in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Burlington position peaked at $803K in Q4 2024.
  • 507 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.