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Caerus Investment Advisors’s Burlington BURL Stock Holding History

Caerus 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
Q1 		$338K Buy
+1,038
New +$318K 0.14% 149

Other funds holding BURL

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caerus Investment Advisors's BURL Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in Burlington (BURL) in Q1 2026: 1,038 shares worth $338K. The stake represents 0.14% of the portfolio and ranks #149 among its holdings.

625 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Caerus Investment Advisors held 1,038 shares of Burlington worth $338K as of Q1 2026.
  • Burlington was a new Caerus Investment Advisors position in Q1 2026.
  • Burlington made up 0.14% of Caerus Investment Advisors's portfolio in Q1 2026, its #149 holding.
  • 625 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.