HWM
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Hemington Wealth Management’s Burlington BURL Stock Holding History

Hemington Wealth 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
2025
Q3 		$17K Buy
69
+5
+8% +$1.36K ﹤0.01% 687
2025
Q2 		$14K Buy
64
+8
+14% +$1.9K ﹤0.01% 738
2025
Q1 		$13K Buy
56
+9
+19% +$2.33K ﹤0.01% 715
2024
Q4 		$13K Buy
47
+10
+27% +$2.7K ﹤0.01% 664
2024
Q3 		$9K Buy
+37
New +$9.58K ﹤0.01% 733

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Hemington Wealth Management's BURL Position: Q3 2025 in Review

Hemington Wealth Management increased its Burlington (BURL) stake by 7.8% in Q3 2025, buying an estimated $1.36K and bringing the position to 69 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Hemington Wealth Management first reported a position in BURL in Q3 2024 and has held it in 5 quarters since. 537 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

  • Hemington Wealth Management held 69 shares of Burlington worth $17K as of Q3 2025.
  • Hemington Wealth Management bought 5 Burlington shares in Q3 2025, an estimated $1.36K.
  • Burlington made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #687 holding.
  • Hemington Wealth Management first reported a position in Burlington in Q3 2024 and has held it in 5 quarters since.
  • 537 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.