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Clearstead Advisors’s Burlington BURL Stock Holding History

Clearstead 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 		$59.6K Sell
188
-1,346
-88% -$434K ﹤0.01% 1444
2026
Q1 		$499K Buy
1,534
+1,292
+534% +$396K ﹤0.01% 707
2025
Q4 		$69.9K Buy
242
+136
+128% +$36.9K ﹤0.01% 1252
2025
Q3 		$27K Sell
106
-51
-32% -$13.9K ﹤0.01% 1506
2025
Q2 		$36.5K Buy
157
+81
+107% +$19.3K ﹤0.01% 1396
2025
Q1 		$18.1K Sell
76
-12
-14% -$3.11K ﹤0.01% 1449
2024
Q4 		$25.1K Buy
88
+15
+21% +$4.05K ﹤0.01% 1321
2024
Q3 		$19.2K Buy
+73
New +$18.9K ﹤0.01% 1432
2024
Q2 		– Sell
-16
Closed -$3.1K – 2034
2024
Q1 		$3.1K Buy
16
+8
+100% +$1.63K ﹤0.01% 1252
2023
Q4 		$1.56K Buy
+8
New +$1.19K ﹤0.01% 1329
2021
Q2 		– Sell
-18
Closed -$5K – 1261
2021
Q1 		$5K Buy
+18
New +$4.89K ﹤0.01% 862

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

Clearstead Advisors's BURL Position: Q2 2026 in Review

Clearstead Advisors reduced its Burlington (BURL) stake by 88% in Q2 2026, selling an estimated $434K and leaving 188 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Clearstead Advisors first reported a position in BURL in Q1 2021 and has held it in 11 quarters since. The position peaked at $499K in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Clearstead Advisors held 188 shares of Burlington worth $59.6K as of Q2 2026.
  • Clearstead Advisors sold 1,346 Burlington shares in Q2 2026, an estimated $434K.
  • Burlington made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1444 holding.
  • Clearstead Advisors first reported a position in Burlington in Q1 2021 and has held it in 11 quarters since.
  • Clearstead Advisors's Burlington position peaked at $499K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.