Knollwood Investment Advisory’s Burlington BURL Stock Holding History

Knollwood Investment Advisory’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	$2.2M	Hold	6,936	–	–	0.2%	93
2026 Q1	$2.26M	Hold	6,936	–	–	0.23%	88
2025 Q4	$2M	Hold	6,936	–	–	0.19%	112
2025 Q3	$1.77M	Hold	6,936	–	–	0.16%	131
2025 Q2	$1.61M	Hold	6,936	–	–	0.16%	143
2025 Q1	$1.65M	Hold	6,936	–	–	0.18%	137
2024 Q4	$1.98M	Hold	6,936	–	–	0.21%	122
2024 Q3	$1.83M	Hold	6,936	–	–	0.2%	127
2024 Q2	$1.66M	Buy	+6,936	New	+$1.43M	0.19%	128

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Knollwood Investment Advisory's BURL Position: Q2 2026 in Review

Knollwood Investment Advisory held its Burlington (BURL) position steady in Q2 2026 at 6,936 shares worth $2.2M. The position accounts for 0.2% of the portfolio, ranked #93.

Knollwood Investment Advisory first reported a position in BURL in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.26M in Q1 2026. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Knollwood Investment Advisory held 6,936 shares of Burlington worth $2.2M as of Q2 2026.
Knollwood Investment Advisory left its Burlington share count unchanged in Q2 2026.
Burlington made up 0.2% of Knollwood Investment Advisory's portfolio in Q2 2026, its #93 holding.
Knollwood Investment Advisory first reported a position in Burlington in Q2 2024 and has held it in 9 quarters since.
Knollwood Investment Advisory's Burlington position peaked at $2.26M in Q1 2026.
656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.