EverSource Wealth Advisors’s Burlington BURL Stock Holding History

EverSource 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	$569K	Sell	1,797 -495	-22%	-$160K	0.02%	520
2026 Q1	$746K	Buy	2,292 +1,371	+149%	+$420K	0.02%	460
2025 Q4	$266K	Buy	921 +198	+27%	+$53.7K	0.01%	822
2025 Q3	$184K	Buy	723 +25	+4%	+$6.79K	0.01%	949
2025 Q2	$162K	Buy	698 +334	+92%	+$79.4K	0.01%	953
2025 Q1	$86.8K	Buy	364 +47	+15%	+$12.2K	﹤0.01%	969
2024 Q4	$90.4K	Buy	317 +49	+18%	+$13.2K	0.01%	940
2024 Q3	$70.6K	Buy	268 +182	+212%	+$47.1K	﹤0.01%	917
2024 Q2	$22.4K	Buy	86 +1	+1%	+$206	﹤0.01%	1453
2024 Q1	$15.3K	Buy	85 +68	+400%	+$13.9K	﹤0.01%	1490
2023 Q4	$3.31K	Buy	17 +14	+467%	+$2.09K	﹤0.01%	2018
2023 Q3	$406	Hold	3	–	–	﹤0.01%	2416
2023 Q2	$472	Buy	+3	New	+$515	﹤0.01%	2369
2022 Q1	–	Sell	-131	Closed	-$38K	–	1717
2021 Q4	$38K	Buy	+131	New	+$36.8K	0.01%	476

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Burlington (BURL) stake by 22% in Q2 2026, selling an estimated $160K and leaving 1,797 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #520.

EverSource Wealth Advisors first reported a position in BURL in Q4 2021 and has held it in 14 quarters since. The position peaked at $746K in Q1 2026. 651 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

EverSource Wealth Advisors held 1,797 shares of Burlington worth $569K as of Q2 2026.
EverSource Wealth Advisors sold 495 Burlington shares in Q2 2026, an estimated $160K.
Burlington made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #520 holding.
EverSource Wealth Advisors first reported a position in Burlington in Q4 2021 and has held it in 14 quarters since.
EverSource Wealth Advisors's Burlington position peaked at $746K in Q1 2026.
651 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.