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Coldstream Capital Management’s Burlington BURL Stock Holding History

Coldstream Capital 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
Q1 		$554K Sell
1,704
-249
-13% -$76.3K 0.01% 690
2025
Q4 		$564K Buy
1,953
+416
+27% +$113K 0.01% 674
2025
Q3 		$391K Buy
1,537
+236
+18% +$64.1K 0.01% 831
2025
Q2 		$303K Buy
1,301
+106
+9% +$25.2K 0.01% 879
2025
Q1 		$285K Buy
1,195
+119
+11% +$30.8K 0.01% 842
2024
Q4 		$307K Buy
1,076
+169
+19% +$45.7K 0.01% 816
2024
Q3 		$239K Buy
+907
New +$235K 0.01% 952

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 $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's BURL Position: Q1 2026 in Review

Coldstream Capital Management reduced its Burlington (BURL) stake by 13% in Q1 2026, selling an estimated $76.3K and leaving 1,704 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #690.

Coldstream Capital Management first reported a position in BURL in Q3 2024 and has held it in 7 quarters since. The position peaked at $564K in Q4 2025. 626 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Coldstream Capital Management held 1,704 shares of Burlington worth $554K as of Q1 2026.
  • Coldstream Capital Management sold 249 Burlington shares in Q1 2026, an estimated $76.3K.
  • Burlington made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #690 holding.
  • Coldstream Capital Management first reported a position in Burlington in Q3 2024 and has held it in 7 quarters since.
  • Coldstream Capital Management's Burlington position peaked at $564K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.