GWSA
BURL icon

Global Wealth Strategies & Associates’s Burlington BURL Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-34
Closed -$9.82K – 556
2025
Q4 		$9.82K Buy
+34
New +$9.22K ﹤0.01% 315

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Global Wealth Strategies & Associates's BURL Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Burlington (BURL) in Q1 2026, closing a stake of 34 shares — an estimated $9.82K sold.

Global Wealth Strategies & Associates first reported a position in BURL in Q4 2025 and held it in 1 quarter. The position peaked at $9.82K in Q4 2025. 629 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining Burlington position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 34 Burlington shares in Q1 2026, an estimated $9.82K.
  • Global Wealth Strategies & Associates first reported a position in Burlington in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Burlington position peaked at $9.82K in Q4 2025.
  • 629 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.