Concord Wealth Partners’s Burlington BURL Stock Holding History

Concord Wealth 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	$59.6K	Buy	+188	New	+$60.6K	0.01%	347
2026 Q1	–	Sell	-188	Closed	-$54.3K	–	277
2025 Q4	$54.3K	Hold	188	–	–	0.01%	316
2025 Q3	$47.8K	Hold	188	–	–	0.01%	346
2025 Q2	$43.7K	Hold	188	–	–	0.01%	364
2025 Q1	$44.8K	Hold	188	–	–	0.01%	331
2024 Q4	$53.6K	Hold	188	–	–	0.01%	320
2024 Q3	$49.5K	Hold	188	–	–	0.01%	337
2024 Q2	$45.1K	Hold	188	–	–	0.01%	322
2024 Q1	$43.7K	Hold	188	–	–	0.01%	371
2023 Q4	$36.6K	Sell	188 -8	-4%	-$1.19K	0.01%	399
2023 Q3	$26.5K	Hold	196	–	–	0.01%	469
2023 Q2	$30.8K	Hold	196	–	–	0.01%	432
2023 Q1	$39.6K	Hold	196	–	–	0.01%	381
2022 Q4	$39.7K	Buy	+196	New	+$31.3K	0.01%	407
2022 Q3	–	Sell	-196	Closed	-$27K	–	288
2022 Q2	$27K	Hold	196	–	–	0.01%	475
2022 Q1	$36K	Hold	196	–	–	0.01%	487
2021 Q4	$57K	Hold	196	–	–	0.01%	432
2021 Q3	$56K	Hold	196	–	–	0.02%	196
2021 Q2	$63K	Hold	196	–	–	0.02%	309
2021 Q1	$59K	Buy	196 +8	+4%	+$2.17K	0.02%	307
2020 Q4	$49K	Buy	+188	New	+$41.9K	0.04%	209

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's BURL Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Burlington (BURL) in Q2 2026: 188 shares worth $59.6K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BURL as recently as Q4 2025.

Concord Wealth Partners first reported a position in BURL in Q4 2020 and has held it in 21 quarters since. The position peaked at $63K in Q2 2021. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Concord Wealth Partners held 188 shares of Burlington worth $59.6K as of Q2 2026.
Burlington was a new Concord Wealth Partners position in Q2 2026.
Burlington made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #347 holding.
Concord Wealth Partners first reported a position in Burlington in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Burlington position peaked at $63K in Q2 2021.
654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.