Cerity Partners
BURL icon

Cerity Partners’s Burlington BURL Stock Holding History

Cerity Partners’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 		$16.9M Buy
53,292
+3,226
+6% +$1.04M 0.02% 539
2026
Q1 		$16.3M Buy
50,066
+30,593
+157% +$9.37M 0.02% 506
2025
Q4 		$5.62M Buy
19,473
+8,536
+78% +$2.32M 0.01% 867
2025
Q3 		$2.78M Sell
10,937
-1,245
-10% -$338K ﹤0.01% 1129
2025
Q2 		$2.83M Sell
12,182
-2,843
-19% -$676K 0.01% 1058
2025
Q1 		$3.58M Buy
15,025
+83
+0.6% +$21.5K 0.01% 862
2024
Q4 		$4.01M Sell
14,942
-1,519
-9% -$410K 0.01% 804
2024
Q3 		$4.34M Buy
16,461
+3,388
+26% +$877K 0.01% 753
2024
Q2 		$3.14M Buy
13,073
+2,138
+20% +$440K 0.01% 747
2024
Q1 		$2.54M Buy
+10,935
New +$2.23M 0.01% 877
2019
Q2 		– Sell
-1,848
Closed -$290K – 497
2019
Q1 		$290K Buy
1,848
+339
+22% +$54.7K 0.02% 430
2018
Q4 		$245K Buy
+1,509
New +$244K 0.02% 443

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Cerity Partners's BURL Position: Q2 2026 in Review

Cerity Partners increased its Burlington (BURL) stake by 6.4% in Q2 2026, buying an estimated $1.04M and bringing the position to 53,292 shares worth $16.9M. The position accounts for 0.02% of the portfolio, ranked #539.

Cerity Partners first reported a position in BURL in Q4 2018 and has held it in 12 quarters since. 614 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Cerity Partners held 53,292 shares of Burlington worth $16.9M as of Q2 2026.
  • Cerity Partners bought 3,226 Burlington shares in Q2 2026, an estimated $1.04M.
  • Burlington made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #539 holding.
  • Cerity Partners first reported a position in Burlington in Q4 2018 and has held it in 12 quarters since.
  • 614 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.