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EP Wealth Advisors’s Burlington BURL Stock Holding History

EP Wealth Advisors’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 		$241K Sell
761
-211
-22% -$68K ﹤0.01% 1415
2026
Q1 		$316K Buy
+972
New +$298K ﹤0.01% 1126

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

EP Wealth Advisors's BURL Position: Q2 2026 in Review

EP Wealth Advisors reduced its Burlington (BURL) stake by 22% in Q2 2026, selling an estimated $68K and leaving 761 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

EP Wealth Advisors first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. The position peaked at $316K in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • EP Wealth Advisors held 761 shares of Burlington worth $241K as of Q2 2026.
  • EP Wealth Advisors sold 211 Burlington shares in Q2 2026, an estimated $68K.
  • Burlington made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1415 holding.
  • EP Wealth Advisors first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
  • EP Wealth Advisors's Burlington position peaked at $316K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.