DWM
BURL icon

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
Q2 		$270K Buy
759
+15
+2% +$4.84K 0.15% 72
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 $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

Daner Wealth Management's BURL Position: Q2 2026 in Review

Daner Wealth Management increased its Burlington (BURL) stake by 2% in Q2 2026, buying an estimated $4.84K and bringing the position to 759 shares worth $270K. The position accounts for 0.15% of the portfolio, ranked #72.

Daner Wealth Management first reported a position in BURL in Q2 2025 and has held it in 5 quarters since. The position peaked at $331K in Q4 2025. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Daner Wealth Management held 759 shares of Burlington worth $270K as of Q2 2026.
  • Daner Wealth Management bought 15 Burlington shares in Q2 2026, an estimated $4.84K.
  • Burlington made up 0.15% of Daner Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Daner Wealth Management first reported a position in Burlington in Q2 2025 and has held it in 5 quarters since.
  • Daner Wealth Management's Burlington position peaked at $331K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

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