Capstone Investment Advisors
BURL icon

Capstone Investment Advisors’s Burlington BURL Stock Holding History

Capstone 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 		$1.68M Buy
+5,301
New +$1.71M ﹤0.01% 787
2024
Q3 		– Sell
-2,787
Closed -$669K – 1933
2024
Q2 		$669K Buy
+2,787
New +$574K ﹤0.01% 1164
2024
Q1 		– Sell
-1,117
Closed -$217K – 2355
2023
Q4 		$217K Sell
1,117
-6,797
-86% -$1.01M ﹤0.01% 1753
2023
Q3 		$1.07M Buy
7,914
+2,221
+39% +$356K ﹤0.01% 960
2023
Q2 		$896K Buy
+5,693
New +$977K ﹤0.01% 909
2017
Q3 		– Sell
-30,207
Closed -$2.78M – 554
2017
Q2 		$2.78M Buy
+30,207
New +$2.9M 0.08% 216
2017
Q1 		– Sell
-13,990
Closed -$1.19M – 888
2016
Q4 		$1.19M Buy
13,990
+2,755
+25% +$222K 0.04% 374
2016
Q3 		$910K Sell
11,235
-5,107
-31% -$395K 0.02% 410
2016
Q2 		$1.09M Buy
+16,342
New +$959K 0.02% 330
2016
Q1 		– Sell
-33,080
Closed -$1.42M – 650
2015
Q4 		$1.42M Buy
33,080
+28,880
+688% +$1.34M 0.04% 206
2015
Q3 		$214K Buy
+4,200
New +$224K 0.01% 367

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

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

Capstone Investment Advisors opened a new position in Burlington (BURL) in Q2 2026: 5,301 shares worth $1.68M. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in BURL as recently as Q2 2024.

Capstone Investment Advisors first reported a position in BURL in Q3 2015 and has held it in 11 quarters since. The position peaked at $2.78M in Q2 2017. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Capstone Investment Advisors held 5,301 shares of Burlington worth $1.68M as of Q2 2026.
  • Burlington was a new Capstone Investment Advisors position in Q2 2026.
  • Burlington made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #787 holding.
  • Capstone Investment Advisors first reported a position in Burlington in Q3 2015 and has held it in 11 quarters since.
  • Capstone Investment Advisors's Burlington position peaked at $2.78M in Q2 2017.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.