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Heartwood Wealth Advisors’s Burlington BURL Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-11
Closed -$2.8K – 260
2025
Q3 		$2.8K Buy
+11
New +$2.99K ﹤0.01% 463

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Heartwood Wealth Advisors's BURL Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Burlington (BURL) in Q4 2025, closing a stake of 11 shares — an estimated $2.8K sold.

Heartwood Wealth Advisors first reported a position in BURL in Q3 2025 and held it in 1 quarter. The position peaked at $2.8K in Q3 2025. 570 funds tracked by Wall St. Rank hold BURL as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Burlington position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 11 Burlington shares in Q4 2025, an estimated $2.8K.
  • Heartwood Wealth Advisors first reported a position in Burlington in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Burlington position peaked at $2.8K in Q3 2025.
  • 570 funds tracked by Wall St. Rank held Burlington as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.