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Cordatus Wealth Management’s Burlington BURL Stock Holding History

Cordatus 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 		$304K Sell
961
-12
-1% -$3.87K 0.07% 145
2026
Q1 		$317K Sell
973
-23
-2% -$7.04K 0.08% 136
2025
Q4 		$288K Sell
996
-38
-4% -$10.3K 0.07% 145
2025
Q3 		$263K Buy
1,034
+15
+1% +$4.07K 0.06% 146
2025
Q2 		$237K Sell
1,019
-6
-0.6% -$1.43K 0.06% 157
2025
Q1 		$244K Buy
+1,025
New +$266K 0.07% 142

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

Cordatus Wealth Management's BURL Position: Q2 2026 in Review

Cordatus Wealth Management reduced its Burlington (BURL) stake by 1.2% in Q2 2026, selling an estimated $3.87K and leaving 961 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #145.

Cordatus Wealth Management first reported a position in BURL in Q1 2025 and has held it in 6 quarters since. The position peaked at $317K in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Cordatus Wealth Management held 961 shares of Burlington worth $304K as of Q2 2026.
  • Cordatus Wealth Management sold 12 Burlington shares in Q2 2026, an estimated $3.87K.
  • Burlington made up 0.07% of Cordatus Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Cordatus Wealth Management first reported a position in Burlington in Q1 2025 and has held it in 6 quarters since.
  • Cordatus Wealth Management's Burlington position peaked at $317K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.