Edgestream Partners’s Burlington BURL Stock Holding History

Edgestream 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	–	Sell	-1,915	Closed	-$623K	–	975
2026 Q1	$623K	Buy	+1,915	New	+$586K	0.02%	707
2025 Q4	–	Sell	-22,756	Closed	-$5.79M	–	957
2025 Q3	$5.79M	Buy	+22,756	New	+$6.18M	0.17%	209
2024 Q4	–	Sell	-14,405	Closed	-$3.8M	–	871
2024 Q3	$3.8M	Buy	+14,405	New	+$3.73M	0.17%	202
2024 Q1	–	Sell	-2,039	Closed	-$397K	–	818
2023 Q4	$397K	Sell	2,039 -14,782	-88%	-$2.21M	0.03%	660
2023 Q3	$2.28M	Sell	16,821 -1,519	-8%	-$244K	0.18%	159
2023 Q2	$2.89M	Buy	+18,340	New	+$3.15M	0.26%	94

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

Edgestream Partners's BURL Position: Q2 2026 in Review

Edgestream Partners sold out of Burlington (BURL) in Q2 2026, closing a stake of 1,915 shares — an estimated $623K sold.

Edgestream Partners first reported a position in BURL in Q2 2023 and held it in 6 quarters. The position peaked at $5.79M in Q3 2025. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Edgestream Partners reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 1,915 Burlington shares in Q2 2026, an estimated $623K.
Edgestream Partners first reported a position in Burlington in Q2 2023 and held it in 6 quarters.
Edgestream Partners's Burlington position peaked at $5.79M in Q3 2025.
653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.