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
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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Partners Wealth's BURL Position: Q1 2026 in Review

Focus Partners Wealth increased its Burlington (BURL) stake by 1,550% in Q1 2026, buying an estimated $4.24M and bringing the position to 14,721 shares worth $4.82M. The position accounts for 0.01% of the portfolio, ranked #945.

Focus Partners Wealth first reported a position in BURL in Q3 2024 and has held it in 6 quarters since. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Focus Partners Wealth held 14,721 shares of Burlington worth $4.82M as of Q1 2026.
  • Focus Partners Wealth bought 13,829 Burlington shares in Q1 2026, an estimated $4.24M.
  • Burlington made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #945 holding.
  • Focus Partners Wealth first reported a position in Burlington in Q3 2024 and has held it in 6 quarters since.
  • 624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.