Capital Advisors Ltd’s Burlington BURL Stock Holding History

Capital Advisors Ltd’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	$6K	Hold	18	–	–	﹤0.01%	935
2026 Q1	$6K	Sell	18 -1	-5%	-$306	﹤0.01%	914
2025 Q4	$5K	Buy	19 +1	+6%	+$271	﹤0.01%	932
2025 Q3	$5K	Hold	18	–	–	﹤0.01%	909
2025 Q2	$4K	Hold	18	–	–	﹤0.01%	947
2025 Q1	$4K	Hold	18	–	–	﹤0.01%	937
2024 Q4	$5K	Hold	18	–	–	﹤0.01%	931
2024 Q3	$5K	Hold	18	–	–	﹤0.01%	908
2024 Q2	$4K	Buy	18 +4	+29%	+$823	﹤0.01%	931
2024 Q1	$3K	Hold	14	–	–	﹤0.01%	958
2023 Q4	$3K	Hold	14	–	–	﹤0.01%	929
2023 Q3	$2K	Sell	14 -17	-55%	-$2.73K	﹤0.01%	989
2023 Q2	$5K	Hold	31	–	–	﹤0.01%	822
2023 Q1	$6K	Sell	31 -11	-26%	-$2.4K	﹤0.01%	632
2022 Q4	$9K	Buy	42 +37	+740%	+$5.91K	﹤0.01%	571
2022 Q3	$1K	Buy	+5	New	+$728	﹤0.01%	970
2022 Q1	–	Sell	-2	Closed	-$1K	–	924
2021 Q4	$1K	Buy	+2	New	+$562	﹤0.01%	621

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 $3.37T AUM 44.26% 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

Capital Advisors Ltd's BURL Position: Q2 2026 in Review

Capital Advisors Ltd held its Burlington (BURL) position steady in Q2 2026 at 18 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Capital Advisors Ltd first reported a position in BURL in Q4 2021 and has held it in 17 quarters since. The position peaked at $9K in Q4 2022. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Capital Advisors Ltd held 18 shares of Burlington worth $6K as of Q2 2026.
Capital Advisors Ltd left its Burlington share count unchanged in Q2 2026.
Burlington made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #935 holding.
Capital Advisors Ltd first reported a position in Burlington in Q4 2021 and has held it in 17 quarters since.
Capital Advisors Ltd's Burlington position peaked at $9K in Q4 2022.
654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.