MCM
BURL icon

MAI Capital Management’s Burlington BURL Stock Holding History

MAI Capital Management’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 		$1.18M Buy
3,730
+1,970
+112% +$635K ﹤0.01% 890
2026
Q1 		$573K Buy
1,760
+1,733
+6,419% +$531K ﹤0.01% 971
2025
Q4 		$7.8K Sell
27
-17
-39% -$4.61K ﹤0.01% 2948
2025
Q3 		$11.2K Sell
44
-58
-57% -$15.8K ﹤0.01% 2699
2025
Q2 		$23.7K Buy
102
+45
+79% +$10.7K ﹤0.01% 2265
2025
Q1 		$13.6K Buy
57
+41
+256% +$10.6K ﹤0.01% 2353
2024
Q4 		$4.56K Buy
+16
New +$4.32K ﹤0.01% 2806
2022
Q3 		– Sell
-3,498
Closed -$477K – 959
2022
Q2 		$477K Sell
3,498
-65
-2% -$11.8K 0.01% 558
2022
Q1 		$649K Buy
3,563
+135
+4% +$29.6K 0.01% 489
2021
Q4 		$999K Buy
3,428
+130
+4% +$36.6K 0.02% 411
2021
Q3 		$935K Buy
3,298
+28
+0.9% +$8.95K 0.02% 382
2021
Q2 		$1.05M Buy
3,270
+14
+0.4% +$4.46K 0.02% 348
2021
Q1 		$973K Sell
3,256
-50
-2% -$13.6K 0.02% 338
2020
Q4 		$865K Sell
3,306
-124
-4% -$27.6K 0.02% 353
2020
Q3 		$707K Sell
3,430
-949
-22% -$185K 0.02% 333
2020
Q2 		$862K Sell
4,379
-361
-8% -$68K 0.03% 311
2020
Q1 		$751K Buy
4,740
+72
+2% +$15.2K 0.03% 300
2019
Q4 		$1.06M Sell
4,668
-900
-16% -$188K 0.03% 267
2019
Q3 		$1.11M Buy
5,568
+185
+3% +$34K 0.05% 230
2019
Q2 		$916K Sell
5,383
-50
-0.9% -$8.17K 0.04% 257
2019
Q1 		$851K Sell
5,433
-395
-7% -$63.7K 0.04% 236
2018
Q4 		$948K Sell
5,828
-670
-10% -$108K 0.06% 221
2018
Q3 		$1.06M Sell
6,498
-300
-4% -$47.9K 0.05% 216
2018
Q2 		$1.02M Sell
6,798
-625
-8% -$89K 0.06% 214
2018
Q1 		$988K Sell
7,423
-225
-3% -$27.8K 0.06% 220
2017
Q4 		$941K Buy
+7,648
New +$779K 0.05% 228

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

MAI Capital Management's BURL Position: Q2 2026 in Review

MAI Capital Management increased its Burlington (BURL) stake by 112% in Q2 2026, buying an estimated $635K and bringing the position to 3,730 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #890.

MAI Capital Management first reported a position in BURL in Q4 2017 and has held it in 26 quarters since. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • MAI Capital Management held 3,730 shares of Burlington worth $1.18M as of Q2 2026.
  • MAI Capital Management bought 1,970 Burlington shares in Q2 2026, an estimated $635K.
  • Burlington made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #890 holding.
  • MAI Capital Management first reported a position in Burlington in Q4 2017 and has held it in 26 quarters since.
  • 653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.