CIA
BURL icon

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
Q2 		$326K Sell
1,028
-10
-1% -$3.23K 0.11% 186
2026
Q1 		$338K Buy
+1,038
New +$318K 0.14% 149

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

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

Caerus Investment Advisors reduced its Burlington (BURL) stake by 0.96% in Q2 2026, selling an estimated $3.23K and leaving 1,028 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #186.

Caerus Investment Advisors first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. The position peaked at $338K in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Caerus Investment Advisors held 1,028 shares of Burlington worth $326K as of Q2 2026.
  • Caerus Investment Advisors sold 10 Burlington shares in Q2 2026, an estimated $3.23K.
  • Burlington made up 0.11% of Caerus Investment Advisors's portfolio in Q2 2026, its #186 holding.
  • Caerus Investment Advisors first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Burlington position peaked at $338K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.