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Daymark Wealth Partners’s Burlington BURL Stock Holding History

Daymark Wealth Partners’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 		$266K Sell
839
-375
-31% -$121K 0.01% 668
2026
Q1 		$395K Buy
+1,214
New +$372K 0.01% 495

Other funds holding BURL

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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
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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

Daymark Wealth Partners's BURL Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Burlington (BURL) stake by 31% in Q2 2026, selling an estimated $121K and leaving 839 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #668.

Daymark Wealth Partners first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. The position peaked at $395K in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Daymark Wealth Partners held 839 shares of Burlington worth $266K as of Q2 2026.
  • Daymark Wealth Partners sold 375 Burlington shares in Q2 2026, an estimated $121K.
  • Burlington made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #668 holding.
  • Daymark Wealth Partners first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
  • Daymark Wealth Partners's Burlington position peaked at $395K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.