IC
BURL icon

IEQ Capital’s Burlington BURL Stock Holding History

IEQ Capital’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 		$20.6M Sell
65,040
-27,700
-30% -$8.93M 0.1% 186
2026
Q1 		$30.2M Buy
92,740
+88,848
+2,283% +$27.2M 0.14% 133
2025
Q4 		$1.12M Buy
+3,892
New +$1.06M ﹤0.01% 999
2025
Q2 		– Sell
-4,468
Closed -$1.06M – 1838
2025
Q1 		$1.06M Buy
4,468
+1,119
+33% +$290K 0.01% 740
2024
Q4 		$955K Buy
3,349
+1,175
+54% +$318K 0.01% 674
2024
Q3 		$573K Buy
2,174
+714
+49% +$185K 0.01% 711
2024
Q2 		$350K Buy
1,460
+140
+11% +$28.8K ﹤0.01% 756
2024
Q1 		$306K Buy
1,320
+36
+3% +$7.35K ﹤0.01% 766
2023
Q4 		$250K Buy
+1,284
New +$192K ﹤0.01% 780

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 $3.37T AUM 44.26% 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

IEQ Capital's BURL Position: Q2 2026 in Review

IEQ Capital reduced its Burlington (BURL) stake by 30% in Q2 2026, selling an estimated $8.93M and leaving 65,040 shares worth $20.6M. The position accounts for 0.1% of the portfolio, ranked #186.

IEQ Capital first reported a position in BURL in Q4 2023 and has held it in 9 quarters since. The position peaked at $30.2M in Q1 2026. 650 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • IEQ Capital held 65,040 shares of Burlington worth $20.6M as of Q2 2026.
  • IEQ Capital sold 27,700 Burlington shares in Q2 2026, an estimated $8.93M.
  • Burlington made up 0.1% of IEQ Capital's portfolio in Q2 2026, its #186 holding.
  • IEQ Capital first reported a position in Burlington in Q4 2023 and has held it in 9 quarters since.
  • IEQ Capital's Burlington position peaked at $30.2M in Q1 2026.
  • 650 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.