Dogwood Wealth Management’s Burlington BURL Stock Holding History

Dogwood 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	$4.12K	Buy	+13	New	+$4.19K	﹤0.01%	541
2024 Q3	–	Hold	0	–	–	–	438
2024 Q2	–	Hold	0	–	–	–	466
2024 Q1	–	Hold	0	–	–	–	571
2023 Q4	–	Hold	0	–	–	–	528

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management opened a new position in Burlington (BURL) in Q2 2026: 13 shares worth $4.12K. The stake represents ﹤0.01% of the portfolio and ranks #541 among its holdings.

656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Dogwood Wealth Management held 13 shares of Burlington worth $4.12K as of Q2 2026.
Burlington was a new Dogwood Wealth Management position in Q2 2026.
Burlington made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #541 holding.
656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.