Curio Wealth’s Burlington BURL Stock Holding History

Curio 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	–	Sell	-1	Closed	-$325	–	227
2026 Q1	$325	Buy	+1	New	+$306	﹤0.01%	616

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

Curio Wealth's BURL Position: Q2 2026 in Review

Curio Wealth sold out of Burlington (BURL) in Q2 2026, closing a stake of 1 share — an estimated $325 sold.

Curio Wealth first reported a position in BURL in Q1 2026 and held it in 1 quarter. The position peaked at $325 in Q1 2026. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Curio Wealth reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Burlington share in Q2 2026, an estimated $325.
Curio Wealth first reported a position in Burlington in Q1 2026 and held it in 1 quarter.
Curio Wealth's Burlington position peaked at $325 in Q1 2026.
653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.