EWM
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Empirical Wealth Management’s Burlington BURL Stock Holding History

Empirical 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 		– Sell
-671
Closed -$218K – 1071
2026
Q1 		$218K Buy
+671
New +$205K ﹤0.01% 915

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

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

Empirical Wealth Management sold out of Burlington (BURL) in Q2 2026, closing a stake of 671 shares — an estimated $218K sold.

Empirical Wealth Management first reported a position in BURL in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Empirical Wealth Management reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 671 Burlington shares in Q2 2026, an estimated $218K.
  • Empirical Wealth Management first reported a position in Burlington in Q1 2026 and held it in 1 quarter.
  • Empirical Wealth Management's Burlington position peaked at $218K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.