BTI
BURL icon

Blue Trust Inc’s Burlington BURL Stock Holding History

Blue Trust Inc’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 		$74.8K Sell
236
-4
-2% -$1.29K ﹤0.01% 1165
2026
Q1 		$78.1K Sell
240
-126
-34% -$38.6K ﹤0.01% 1132
2025
Q4 		$106K Sell
366
-32
-8% -$8.68K ﹤0.01% 1035
2025
Q3 		$101K Sell
398
-9
-2% -$2.44K ﹤0.01% 1064
2025
Q2 		$94.7K Buy
407
+55
+16% +$13.1K ﹤0.01% 1070
2025
Q1 		$83.9K Buy
352
+93
+36% +$24.1K ﹤0.01% 1074
2024
Q4 		$73.8K Sell
259
-388
-60% -$105K ﹤0.01% 1064
2024
Q3 		$155K Buy
647
+460
+246% +$119K ﹤0.01% 993
2024
Q2 		$43.4K Buy
187
+161
+619% +$33.1K ﹤0.01% 1306
2024
Q1 		$6.04K Sell
26
-63
-71% -$12.9K ﹤0.01% 1586
2023
Q4 		$12K Buy
89
+38
+75% +$5.67K ﹤0.01% 1507
2023
Q3 		$8K Buy
+51
New +$8.18K ﹤0.01% 1463
2023
Q2 		– Sell
-71
Closed -$15K – 2057
2023
Q1 		$15K Buy
71
+28
+65% +$6.12K ﹤0.01% 1475
2022
Q4 		$5K Buy
43
+12
+39% +$1.92K ﹤0.01% 1708
2022
Q3 		$4K Buy
+31
New +$4.51K ﹤0.01% 1607

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 $3.37T AUM 44.26% 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

Blue Trust Inc's BURL Position: Q2 2026 in Review

Blue Trust Inc reduced its Burlington (BURL) stake by 1.7% in Q2 2026, selling an estimated $1.29K and leaving 236 shares worth $74.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Blue Trust Inc first reported a position in BURL in Q3 2022 and has held it in 15 quarters since. The position peaked at $155K in Q3 2024. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Blue Trust Inc held 236 shares of Burlington worth $74.8K as of Q2 2026.
  • Blue Trust Inc sold 4 Burlington shares in Q2 2026, an estimated $1.29K.
  • Burlington made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1165 holding.
  • Blue Trust Inc first reported a position in Burlington in Q3 2022 and has held it in 15 quarters since.
  • Blue Trust Inc's Burlington position peaked at $155K in Q3 2024.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.