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Axxcess Wealth Management’s Burlington BURL Stock Holding History

Axxcess 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
2025
Q3 		– Sell
-916
Closed -$213K – 930
2025
Q2 		$213K Buy
+916
New +$218K 0.01% 831
2024
Q2 		– Sell
-900
Closed -$209K – 855
2024
Q1 		$209K Buy
+900
New +$184K 0.01% 804

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
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
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Axxcess Wealth Management's BURL Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Burlington (BURL) in Q3 2025, closing a stake of 916 shares — an estimated $213K sold.

Axxcess Wealth Management first reported a position in BURL in Q1 2024 and held it in 2 quarters. The position peaked at $213K in Q2 2025. 536 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

  • Axxcess Wealth Management reported no remaining Burlington position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 916 Burlington shares in Q3 2025, an estimated $213K.
  • Axxcess Wealth Management first reported a position in Burlington in Q1 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Burlington position peaked at $213K in Q2 2025.
  • 536 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.