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Journey Strategic Wealth’s Burlington BURL Stock Holding History

Journey Strategic Wealth’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 		$343K Buy
+1,054
New +$323K 0.01% 481

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 $3.37T AUM 44.26% 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

Journey Strategic Wealth's BURL Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Burlington (BURL) in Q1 2026: 1,054 shares worth $343K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings.

626 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Journey Strategic Wealth held 1,054 shares of Burlington worth $343K as of Q1 2026.
  • Burlington was a new Journey Strategic Wealth position in Q1 2026.
  • Burlington made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #481 holding.
  • 626 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.