Lido Advisors
BURL icon

Lido Advisors’s Burlington BURL Stock Holding History

Lido Advisors’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 		$335K Buy
+1,056
New +$341K ﹤0.01% 1704
2024
Q4 		– Sell
-1,663
Closed -$438K – 1504
2024
Q3 		$438K Buy
+1,663
New +$430K ﹤0.01% 1000
2017
Q2 		– Sell
-2,059
Closed -$207K – 274
2017
Q1 		$207K Buy
+2,059
New +$182K 0.06% 210

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

Lido Advisors's BURL Position: Q2 2026 in Review

Lido Advisors opened a new position in Burlington (BURL) in Q2 2026: 1,056 shares worth $335K. The stake represents ﹤0.01% of the portfolio and ranks #1704 among its holdings. This is a return to the name: Lido Advisors previously reported a position in BURL as recently as Q3 2024.

Lido Advisors first reported a position in BURL in Q1 2017 and has held it in 3 quarters since. The position peaked at $438K in Q3 2024. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Lido Advisors held 1,056 shares of Burlington worth $335K as of Q2 2026.
  • Burlington was a new Lido Advisors position in Q2 2026.
  • Burlington made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1704 holding.
  • Lido Advisors first reported a position in Burlington in Q1 2017 and has held it in 3 quarters since.
  • Lido Advisors's Burlington position peaked at $438K in Q3 2024.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.