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Horizon Investments’s Burlington BURL Stock Holding History

Horizon Investments’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 		$1.44M Sell
4,561
-5,414
-54% -$1.75M 0.02% 626
2026
Q1 		$3.25M Buy
9,975
+9,247
+1,270% +$2.83M 0.04% 368
2025
Q4 		$210K Buy
728
+725
+24,167% +$197K ﹤0.01% 949
2025
Q3 		$764 Buy
3
+1
+50% +$272 ﹤0.01% 1124
2025
Q2 		$465 Buy
+2
New +$475 ﹤0.01% 1079
2025
Q1 		– Sell
-8
Closed -$2.28K – 873
2024
Q4 		$2.28K Buy
+8
New +$2.16K ﹤0.01% 720

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 $3.38T AUM 44.17% 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

Horizon Investments's BURL Position: Q2 2026 in Review

Horizon Investments reduced its Burlington (BURL) stake by 54% in Q2 2026, selling an estimated $1.75M and leaving 4,561 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #626.

Horizon Investments first reported a position in BURL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.25M in Q1 2026. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Horizon Investments held 4,561 shares of Burlington worth $1.44M as of Q2 2026.
  • Horizon Investments sold 5,414 Burlington shares in Q2 2026, an estimated $1.75M.
  • Burlington made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #626 holding.
  • Horizon Investments first reported a position in Burlington in Q4 2024 and has held it in 6 quarters since.
  • Horizon Investments's Burlington position peaked at $3.25M in Q1 2026.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.