Bell Investment Advisors’s Burlington BURL Stock Holding History

Bell Investment 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	$2.85K	Buy	9 +1	+13%	+$322	﹤0.01%	1214
2026 Q1	$2.6K	Hold	8	–	–	﹤0.01%	1229
2025 Q4	$2.31K	Hold	8	–	–	﹤0.01%	1301
2025 Q3	$2.04K	Hold	8	–	–	﹤0.01%	1322
2025 Q2	$1.86K	Hold	8	–	–	﹤0.01%	1389
2025 Q1	$1.91K	Hold	8	–	–	﹤0.01%	1323
2024 Q4	$2.28K	Hold	8	–	–	﹤0.01%	1280
2024 Q3	$2.11K	Hold	8	–	–	﹤0.01%	1333
2024 Q2	$1.92K	Hold	8	–	–	﹤0.01%	1369
2024 Q1	$1.86K	Hold	8	–	–	﹤0.01%	1388
2023 Q4	$1.56K	Sell	8 -3	-27%	-$448	﹤0.01%	1438
2023 Q3	$1.49K	Hold	11	–	–	﹤0.01%	1414
2023 Q2	$1.73K	Sell	11 -5	-31%	-$858	﹤0.01%	1370
2023 Q1	$3.23K	Hold	16	–	–	﹤0.01%	1003
2022 Q4	$3.24K	Sell	16 -1	-6%	-$160	﹤0.01%	1026
2022 Q3	$2K	Hold	17	–	–	﹤0.01%	1056
2022 Q2	$2K	Buy	+17	New	+$3.08K	﹤0.01%	1107
2021 Q4	$3K	Sell	11 -2	-15%	-$562	﹤0.01%	952
2021 Q3	$4K	Buy	+13	New	+$4.16K	﹤0.01%	776

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bell Investment Advisors's BURL Position: Q2 2026 in Review

Bell Investment Advisors increased its Burlington (BURL) stake by 13% in Q2 2026, buying an estimated $322 and bringing the position to 9 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Bell Investment Advisors first reported a position in BURL in Q3 2021 and has held it in 19 quarters since. The position peaked at $4K in Q3 2021. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Bell Investment Advisors held 9 shares of Burlington worth $2.85K as of Q2 2026.
Bell Investment Advisors bought 1 Burlington share in Q2 2026, an estimated $322.
Burlington made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1214 holding.
Bell Investment Advisors first reported a position in Burlington in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Burlington position peaked at $4K in Q3 2021.
656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.