EI
BURL icon

Ethic Inc’s Burlington BURL Stock Holding History

Ethic Inc’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 		$1.07M Buy
3,377
+144
+4% +$46.4K 0.01% 692
2026
Q1 		$1.05M Buy
3,233
+180
+6% +$55.1K 0.02% 644
2025
Q4 		$882K Buy
3,053
+24
+0.8% +$6.51K 0.01% 683
2025
Q3 		$771K Sell
3,029
-383
-11% -$104K 0.01% 710
2025
Q2 		$787K Sell
3,412
-337
-9% -$80.1K 0.01% 686
2025
Q1 		$910K Buy
3,749
+225
+6% +$58.3K 0.02% 620
2024
Q4 		$1M Buy
3,524
+1,751
+99% +$473K 0.02% 601
2024
Q3 		$412K Buy
1,773
+196
+12% +$50.7K 0.01% 808
2024
Q2 		$378K Sell
1,577
-196
-11% -$40.3K 0.01% 843
2024
Q1 		$412K Buy
1,773
+446
+34% +$91K 0.01% 808
2023
Q4 		$258K Buy
+1,327
New +$198K 0.01% 918
2023
Q2 		– Sell
-1,188
Closed -$240K – 981
2023
Q1 		$240K Buy
1,188
+73
+7% +$16K 0.01% 848
2022
Q4 		$226K Buy
+1,115
New +$178K 0.01% 792
2022
Q1 		– Sell
-808
Closed -$236K – 751
2021
Q4 		$236K Sell
808
-160
-17% -$45K 0.02% 573
2021
Q3 		$274K Sell
968
-40
-4% -$12.8K 0.03% 502
2021
Q2 		$325K Buy
+1,008
New +$321K 0.04% 426

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

Ethic Inc's BURL Position: Q2 2026 in Review

Ethic Inc increased its Burlington (BURL) stake by 4.5% in Q2 2026, buying an estimated $46.4K and bringing the position to 3,377 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #692.

Ethic Inc first reported a position in BURL in Q2 2021 and has held it in 16 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Ethic Inc held 3,377 shares of Burlington worth $1.07M as of Q2 2026.
  • Ethic Inc bought 144 Burlington shares in Q2 2026, an estimated $46.4K.
  • Burlington made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #692 holding.
  • Ethic Inc first reported a position in Burlington in Q2 2021 and has held it in 16 quarters since.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.