Geneva Capital Management’s Burlington BURL Stock Holding History

Geneva Capital Management’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	$40.4M	Sell	127,657 -5,208	-4%	-$1.68M	0.93%	40
2026 Q1	$43.2M	Sell	132,865 -4,382	-3%	-$1.34M	0.92%	39
2025 Q4	$39.6M	Buy	137,247 +6,859	+5%	+$1.86M	0.74%	48
2025 Q3	$33.2M	Sell	130,388 -3,390	-3%	-$921K	0.57%	58
2025 Q2	$31.1M	Buy	133,778 +14,056	+12%	+$3.34M	0.52%	61
2025 Q1	$28.5M	Buy	119,722 +3,140	+3%	+$814K	0.53%	61
2024 Q4	$33.2M	Sell	116,582 -8,687	-7%	-$2.35M	0.58%	54
2024 Q3	$33M	Buy	125,269 +4,014	+3%	+$1.04M	0.55%	60
2024 Q2	$29.1M	Buy	121,255 +6,770	+6%	+$1.39M	0.53%	63
2024 Q1	$26.6M	Buy	114,485 +411	+0.4%	+$83.9K	0.47%	70
2023 Q4	$22.2M	Sell	114,074 -2,056	-2%	-$307K	0.42%	74
2023 Q3	$15.7M	Sell	116,130 -5,587	-5%	-$896K	0.33%	86
2023 Q2	$19.2M	Sell	121,717 -7,170	-6%	-$1.23M	0.38%	79
2023 Q1	$26M	Buy	128,887 +3,188	+3%	+$697K	0.53%	68
2022 Q4	$25.5M	Sell	125,699 -11,318	-8%	-$1.81M	0.57%	65
2022 Q3	$15.3M	Sell	137,017 -4,473	-3%	-$651K	0.35%	89
2022 Q2	$19.3M	Sell	141,490 -1,167	-0.8%	-$211K	0.44%	88
2022 Q1	$26M	Sell	142,657 -3,478	-2%	-$762K	0.5%	82
2021 Q4	$42.6M	Buy	146,135 +17,468	+14%	+$4.91M	0.69%	62
2021 Q3	$36.5M	Buy	128,667 +3,334	+3%	+$1.07M	0.62%	70
2021 Q2	$40.4M	Sell	125,333 -4,908	-4%	-$1.56M	0.66%	67
2021 Q1	$38.9M	Sell	130,241 -6,841	-5%	-$1.86M	0.66%	66
2020 Q4	$35.9M	Sell	137,082 -16,515	-11%	-$3.68M	0.61%	69
2020 Q3	$31.7M	Sell	153,597 -28,007	-15%	-$5.46M	0.65%	68
2020 Q2	$35.8M	Sell	181,604 -3,615	-2%	-$681K	0.77%	57
2020 Q1	$29.4M	Buy	+185,219	New	+$39M	0.83%	57

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

Geneva Capital Management's BURL Position: Q2 2026 in Review

Geneva Capital Management reduced its Burlington (BURL) stake by 3.9% in Q2 2026, selling an estimated $1.68M and leaving 127,657 shares worth $40.4M. The position accounts for 0.93% of the portfolio, ranked #40.

Geneva Capital Management first reported a position in BURL in Q1 2020 and has held it in 26 quarters since. The position peaked at $43.2M in Q1 2026. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Geneva Capital Management held 127,657 shares of Burlington worth $40.4M as of Q2 2026.
Geneva Capital Management sold 5,208 Burlington shares in Q2 2026, an estimated $1.68M.
Burlington made up 0.93% of Geneva Capital Management's portfolio in Q2 2026, its #40 holding.
Geneva Capital Management first reported a position in Burlington in Q1 2020 and has held it in 26 quarters since.
Geneva Capital Management's Burlington position peaked at $43.2M in Q1 2026.
653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.