Envestnet Portfolio Solutions
BURL icon

Envestnet Portfolio Solutions’s Burlington BURL Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-835
Closed -$241K – 1313
2025
Q4 		$241K Buy
835
+20
+2% +$5.43K ﹤0.01% 1391
2025
Q3 		$207K Sell
815
-249
-23% -$67.6K ﹤0.01% 1412
2025
Q2 		$248K Sell
1,064
-497
-32% -$118K ﹤0.01% 1421
2025
Q1 		$372K Sell
1,561
-2,392
-61% -$620K ﹤0.01% 1183
2024
Q4 		$1.13M Sell
3,953
-70
-2% -$18.9K ﹤0.01% 874
2024
Q3 		$1.06M Buy
4,023
+249
+7% +$64.4K ﹤0.01% 871
2024
Q2 		$906K Buy
3,774
+542
+17% +$112K ﹤0.01% 891
2024
Q1 		$750K Buy
3,232
+501
+18% +$102K ﹤0.01% 953
2023
Q4 		$531K Buy
2,731
+207
+8% +$30.9K ﹤0.01% 1020
2023
Q3 		$341K Buy
+2,524
New +$405K ﹤0.01% 1161

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's BURL Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Burlington (BURL) in Q1 2026, closing a stake of 835 shares — an estimated $241K sold.

Envestnet Portfolio Solutions first reported a position in BURL in Q3 2023 and held it in 10 quarters. The position peaked at $1.13M in Q4 2024. 629 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Burlington position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 835 Burlington shares in Q1 2026, an estimated $241K.
  • Envestnet Portfolio Solutions first reported a position in Burlington in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's Burlington position peaked at $1.13M in Q4 2024.
  • 629 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.