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Legacy Capital Wealth Partners’s Burlington BURL Stock Holding History

Legacy Capital Wealth Partners’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 		$263K Sell
830
-159
-16% -$51.3K 0.05% 320
2026
Q1 		$322K Buy
989
+59
+6% +$18.1K 0.07% 283
2025
Q4 		$269K Sell
930
-47
-5% -$12.8K 0.06% 319
2025
Q3 		$249K Sell
977
-112
-10% -$30.4K 0.05% 333
2025
Q2 		$253K Buy
1,089
+28
+3% +$6.66K 0.06% 327
2025
Q1 		$253K Buy
1,061
+10
+1% +$2.59K 0.06% 309
2024
Q4 		$300K Buy
1,051
+42
+4% +$11.3K 0.07% 271
2024
Q3 		$266K Buy
1,009
+14
+1% +$3.62K 0.05% 293
2024
Q2 		$239K Buy
+995
New +$205K 0.06% 270

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

Legacy Capital Wealth Partners's BURL Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Burlington (BURL) stake by 16% in Q2 2026, selling an estimated $51.3K and leaving 830 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #320.

Legacy Capital Wealth Partners first reported a position in BURL in Q2 2024 and has held it in 9 quarters since. The position peaked at $322K in Q1 2026. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Legacy Capital Wealth Partners held 830 shares of Burlington worth $263K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 159 Burlington shares in Q2 2026, an estimated $51.3K.
  • Burlington made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #320 holding.
  • Legacy Capital Wealth Partners first reported a position in Burlington in Q2 2024 and has held it in 9 quarters since.
  • Legacy Capital Wealth Partners's Burlington position peaked at $322K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.