Cresset Asset Management’s Burlington BURL Stock Holding History

Cresset Asset 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	$592K	Buy	1,868 +82	+5%	+$26.4K	﹤0.01%	1102
2026 Q1	$581K	Buy	1,786 +173	+11%	+$53K	﹤0.01%	997
2025 Q4	$466K	Sell	1,613 -83	-5%	-$22.5K	﹤0.01%	1102
2025 Q3	$432K	Buy	1,696 +222	+15%	+$60.3K	﹤0.01%	1090
2025 Q2	$343K	Buy	+1,474	New	+$350K	﹤0.01%	1084
2024 Q4	–	Sell	-4,843	Closed	-$1.28M	–	1823
2024 Q3	$1.28M	Buy	4,843 +314	+7%	+$81.3K	﹤0.01%	1042
2024 Q2	$1.09M	Buy	4,529 +260	+6%	+$53.5K	﹤0.01%	1016
2024 Q1	$991K	Buy	4,269 +378	+10%	+$77.1K	﹤0.01%	986
2023 Q4	$757K	Buy	3,891 +2,021	+108%	+$302K	﹤0.01%	1016
2023 Q3	$253K	Buy	+1,870	New	+$300K	﹤0.01%	1510
2020 Q1	–	Sell	-1,034	Closed	-$236K	–	609
2019 Q4	$236K	Buy	+1,034	New	+$216K	0.01%	515
2019 Q2	–	Sell	-764	Closed	-$120K	–	645
2019 Q1	$120K	Sell	764 -25	-3%	-$4.03K	﹤0.01%	501
2018 Q4	$128K	Buy	+789	New	+$127K	0.01%	280

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

Cresset Asset Management's BURL Position: Q2 2026 in Review

Cresset Asset Management increased its Burlington (BURL) stake by 4.6% in Q2 2026, buying an estimated $26.4K and bringing the position to 1,868 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Cresset Asset Management first reported a position in BURL in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.28M in Q3 2024. 651 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Cresset Asset Management held 1,868 shares of Burlington worth $592K as of Q2 2026.
Cresset Asset Management bought 82 Burlington shares in Q2 2026, an estimated $26.4K.
Burlington made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1102 holding.
Cresset Asset Management first reported a position in Burlington in Q4 2018 and has held it in 13 quarters since.
Cresset Asset Management's Burlington position peaked at $1.28M in Q3 2024.
651 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.