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Essential Partners’s Burlington BURL Stock Holding History

Essential 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 		$317K Buy
1,000
+249
+33% +$80.3K 0.15% 147
2026
Q1 		$244K Buy
751
+441
+142% +$135K 0.08% 260
2025
Q4 		$89.5K Buy
310
+309
+30,900% +$83.8K 0.03% 471
2025
Q3 		$255 Hold
1
– – ﹤0.01% 2357
2025
Q2 		$233 Buy
+1
New +$238 ﹤0.01% 1908

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

Essential Partners's BURL Position: Q2 2026 in Review

Essential Partners increased its Burlington (BURL) stake by 33% in Q2 2026, buying an estimated $80.3K and bringing the position to 1,000 shares worth $317K. The position accounts for 0.15% of the portfolio, ranked #147.

Essential Partners first reported a position in BURL in Q2 2025 and has held it in 5 quarters since. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Essential Partners held 1,000 shares of Burlington worth $317K as of Q2 2026.
  • Essential Partners bought 249 Burlington shares in Q2 2026, an estimated $80.3K.
  • Burlington made up 0.15% of Essential Partners's portfolio in Q2 2026, its #147 holding.
  • Essential Partners first reported a position in Burlington in Q2 2025 and has held it in 5 quarters since.
  • 653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.