Marshall Investment Management’s Burlington BURL Stock Holding History

Marshall Investment 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	$4.43K	Buy	+14	New	+$4.51K	﹤0.01%	277

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 $3.37T AUM 44.26% 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

Marshall Investment Management's BURL Position: Q2 2026 in Review

Marshall Investment Management opened a new position in Burlington (BURL) in Q2 2026: 14 shares worth $4.43K. The stake represents ﹤0.01% of the portfolio and ranks #277 among its holdings.

650 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Marshall Investment Management held 14 shares of Burlington worth $4.43K as of Q2 2026.
Burlington was a new Marshall Investment Management position in Q2 2026.
Burlington made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #277 holding.
650 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

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