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Cornerstone Planning Group’s Burlington BURL Stock Holding History

Cornerstone Planning Group’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 		$4.25K Hold
12
– – ﹤0.01% 1128
2026
Q1 		$3.75K Buy
12
+6
+100% +$1.84K ﹤0.01% 1161
2025
Q4 		$1.73K Buy
6
+1
+20% +$271 ﹤0.01% 1219
2025
Q3 		$1.37K Hold
5
– – ﹤0.01% 1240
2025
Q2 		$1.4K Hold
5
– – ﹤0.01% 1032
2025
Q1 		$1.09K Buy
5
+2
+67% +$518 ﹤0.01% 1113
2024
Q4 		$857 Hold
3
– – ﹤0.01% 989
2024
Q3 		$764 Hold
3
– – ﹤0.01% 1000
2024
Q2 		$738 Buy
+3
New +$617 ﹤0.01% 1012
2023
Q3 		– Sell
-6
Closed -$944 – 1225
2023
Q2 		$944 Buy
+6
New +$1.03K ﹤0.01% 1367
2022
Q4 		$1.34K Buy
+6
New +$958 ﹤0.01% 1288

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

Cornerstone Planning Group's BURL Position: Q2 2026 in Review

Cornerstone Planning Group held its Burlington (BURL) position steady in Q2 2026 at 12 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Cornerstone Planning Group first reported a position in BURL in Q4 2022 and has held it in 11 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Cornerstone Planning Group held 12 shares of Burlington worth $4.25K as of Q2 2026.
  • Cornerstone Planning Group left its Burlington share count unchanged in Q2 2026.
  • Burlington made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1128 holding.
  • Cornerstone Planning Group first reported a position in Burlington in Q4 2022 and has held it in 11 quarters since.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.