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
Q1 		$11.3M Buy
34,713
+31,859
+1,116% +$9.76M 0.02% 585
2025
Q4 		$825K Buy
2,854
+1,546
+118% +$419K ﹤0.01% 1995
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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's BURL Position: Q1 2026 in Review

Corient Private Wealth increased its Burlington (BURL) stake by 1,116% in Q1 2026, buying an estimated $9.76M and bringing the position to 34,713 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #585.

Corient Private Wealth first reported a position in BURL in Q4 2023 and has held it in 10 quarters since. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Corient Private Wealth held 34,713 shares of Burlington worth $11.3M as of Q1 2026.
  • Corient Private Wealth bought 31,859 Burlington shares in Q1 2026, an estimated $9.76M.
  • Burlington made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #585 holding.
  • Corient Private Wealth first reported a position in Burlington in Q4 2023 and has held it in 10 quarters since.
  • 624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.