BWL
BURL icon

Bogart Wealth LLC’s Burlington BURL Stock Holding History

Bogart Wealth LLC’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 		$2.53K Buy
8
+2
+33% +$645 ﹤0.01% 1393
2026
Q1 		$1.95K Buy
6
+4
+200% +$1.23K ﹤0.01% 1280
2025
Q4 		$578 Hold
2
– – ﹤0.01% 1421
2025
Q3 		$509 Hold
2
– – ﹤0.01% 1428
2025
Q2 		$465 Buy
+2
New +$475 ﹤0.01% 1367
2022
Q1 		– Sell
-15
Closed -$4K – 782
2021
Q4 		$4K Hold
15
– – ﹤0.01% 572
2021
Q3 		$4K Buy
+15
New +$4.79K ﹤0.01% 556

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

Bogart Wealth LLC's BURL Position: Q2 2026 in Review

Bogart Wealth LLC increased its Burlington (BURL) stake by 33% in Q2 2026, buying an estimated $645 and bringing the position to 8 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Bogart Wealth LLC first reported a position in BURL in Q3 2021 and has held it in 7 quarters since. The position peaked at $4K in Q4 2021. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Bogart Wealth LLC held 8 shares of Burlington worth $2.53K as of Q2 2026.
  • Bogart Wealth LLC bought 2 Burlington shares in Q2 2026, an estimated $645.
  • Burlington made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1393 holding.
  • Bogart Wealth LLC first reported a position in Burlington in Q3 2021 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Burlington position peaked at $4K in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.