Corient Private Wealth
BURL icon

Corient Private Wealth’s Burlington BURL Stock Holding History

Corient Private Wealth’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 		$6.53M Sell
20,622
-14,091
-41% -$4.54M 0.01% 796
2026
Q1 		$11.3M Buy
34,713
+33,286
+2,333% +$10.2M 0.02% 585
2025
Q4 		$412K Buy
1,427
+119
+9% +$32.3K ﹤0.01% 1971
2025
Q3 		$333K Sell
1,308
-798
-38% -$217K ﹤0.01% 2063
2025
Q2 		$490K Buy
2,106
+92
+5% +$21.9K ﹤0.01% 1717
2025
Q1 		$480K Sell
2,014
-269
-12% -$69.7K ﹤0.01% 1618
2024
Q4 		$651K Sell
2,283
-248
-10% -$67K ﹤0.01% 1488
2024
Q3 		$667K Buy
2,531
+828
+49% +$214K ﹤0.01% 1597
2024
Q2 		$409K Sell
1,703
-36
-2% -$7.41K ﹤0.01% 1748
2024
Q1 		$404K Sell
1,739
-298
-15% -$60.8K ﹤0.01% 1738
2023
Q4 		$396K Buy
+2,037
New +$304K ﹤0.01% 1732

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

Corient Private Wealth's BURL Position: Q2 2026 in Review

Corient Private Wealth reduced its Burlington (BURL) stake by 41% in Q2 2026, selling an estimated $4.54M and leaving 20,622 shares worth $6.53M. The position accounts for 0.01% of the portfolio, ranked #796.

Corient Private Wealth first reported a position in BURL in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Corient Private Wealth held 20,622 shares of Burlington worth $6.53M as of Q2 2026.
  • Corient Private Wealth sold 14,091 Burlington shares in Q2 2026, an estimated $4.54M.
  • Burlington made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #796 holding.
  • Corient Private Wealth first reported a position in Burlington in Q4 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's Burlington position peaked at $11.3M in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.