Focus Partners Wealth
BURL icon

Focus Partners Wealth’s Burlington BURL Stock Holding History

Focus Partners Wealth’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 		$4.59M Sell
14,494
-227
-2% -$73.2K ﹤0.01% 1000
2026
Q1 		$4.82M Buy
14,721
+13,829
+1,550% +$4.24M 0.01% 945
2025
Q4 		$258K Sell
892
-6,184
-87% -$1.68M ﹤0.01% 2309
2025
Q3 		$655K Buy
+7,076
New +$1.92M ﹤0.01% 1478
2025
Q2 		– Sell
-1,222
Closed -$291K – 2048
2025
Q1 		$291K Sell
1,222
-369
-23% -$95.6K ﹤0.01% 1586
2024
Q4 		$454K Buy
1,591
+349
+28% +$94.3K ﹤0.01% 1376
2024
Q3 		$327K Buy
+1,242
New +$321K ﹤0.01% 1296

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

Focus Partners Wealth's BURL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Burlington (BURL) stake by 1.5% in Q2 2026, selling an estimated $73.2K and leaving 14,494 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Focus Partners Wealth first reported a position in BURL in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.82M in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Focus Partners Wealth held 14,494 shares of Burlington worth $4.59M as of Q2 2026.
  • Focus Partners Wealth sold 227 Burlington shares in Q2 2026, an estimated $73.2K.
  • Burlington made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1000 holding.
  • Focus Partners Wealth first reported a position in Burlington in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Burlington position peaked at $4.82M in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

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