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Cassaday & Co Wealth Management’s Burlington BURL Stock Holding History

Cassaday & Co Wealth Management’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 		$634 Hold
2
– – ﹤0.01% 1115
2026
Q1 		$651 Buy
+2
New +$613 ﹤0.01% 1171

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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Cassaday & Co Wealth Management's BURL Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Burlington (BURL) position steady in Q2 2026 at 2 shares worth $634. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Cassaday & Co Wealth Management first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. The position peaked at $651 in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Cassaday & Co Wealth Management held 2 shares of Burlington worth $634 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Burlington share count unchanged in Q2 2026.
  • Burlington made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1115 holding.
  • Cassaday & Co Wealth Management first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Burlington position peaked at $651 in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.