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Freestone Grove Partners’s Burlington BURL Stock Holding History

Freestone Grove Partners’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 		– Sell
-137,021
Closed -$44.6M – 1050
2026
Q1 		$44.6M Buy
137,021
+109,193
+392% +$33.4M 0.31% 105
2025
Q4 		$8.04M Sell
27,828
-3,471
-11% -$942K 0.06% 312
2025
Q3 		$7.97M Sell
31,299
-342,719
-92% -$93.1M 0.06% 309
2025
Q2 		$87M Buy
374,018
+74,260
+25% +$17.7M 0.66% 28
2025
Q1 		$71.4M Buy
+299,758
New +$77.7M 0.74% 28

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

Freestone Grove Partners's BURL Position: Q2 2026 in Review

Freestone Grove Partners sold out of Burlington (BURL) in Q2 2026, closing a stake of 137,021 shares — an estimated $44.6M sold.

Freestone Grove Partners first reported a position in BURL in Q1 2025 and held it in 5 quarters. The position peaked at $87M in Q2 2025. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Freestone Grove Partners reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 137,021 Burlington shares in Q2 2026, an estimated $44.6M.
  • Freestone Grove Partners first reported a position in Burlington in Q1 2025 and held it in 5 quarters.
  • Freestone Grove Partners's Burlington position peaked at $87M in Q2 2025.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.