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WELLINGTON-ALTUS USA INC.’s Burlington BURL Stock Holding History

WELLINGTON-ALTUS USA 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 		$55K Hold
169
– – 0.04% 288
2026
Q1 		$53.5K Buy
169
+25
+17% +$7.66K 0.03% 328
2025
Q4 		$41.6K Buy
+144
New +$39.1K 0.03% 330

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

WELLINGTON-ALTUS USA INC.'s BURL Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its Burlington (BURL) position steady in Q2 2026 at 169 shares worth $55K. The position accounts for 0.04% of the portfolio, ranked #288.

WELLINGTON-ALTUS USA INC. first reported a position in BURL in Q4 2025 and has held it in 3 quarters since. 655 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 169 shares of Burlington worth $55K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its Burlington share count unchanged in Q2 2026.
  • Burlington made up 0.04% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #288 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Burlington in Q4 2025 and has held it in 3 quarters since.
  • 655 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.