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Daner Wealth Management’s Burlington BURL Stock Holding History

Daner Wealth 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
Q1 		$215K Sell
744
-342
-31% -$105K 0.13% 84
2025
Q4 		$331K Buy
1,086
+82
+8% +$22.2K 0.2% 68
2025
Q3 		$276K Buy
1,004
+187
+23% +$50.8K 0.18% 67
2025
Q2 		$227K Buy
+817
New +$194K 0.16% 70

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

Daner Wealth Management's BURL Position: Q1 2026 in Review

Daner Wealth Management reduced its Burlington (BURL) stake by 31% in Q1 2026, selling an estimated $105K and leaving 744 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #84.

Daner Wealth Management first reported a position in BURL in Q2 2025 and has held it in 4 quarters since. The position peaked at $331K in Q4 2025. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Daner Wealth Management held 744 shares of Burlington worth $215K as of Q1 2026.
  • Daner Wealth Management sold 342 Burlington shares in Q1 2026, an estimated $105K.
  • Burlington made up 0.13% of Daner Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Daner Wealth Management first reported a position in Burlington in Q2 2025 and has held it in 4 quarters since.
  • Daner Wealth Management's Burlington position peaked at $331K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Daner Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.