Marshall Wace
BURL icon

Marshall Wace’s Burlington BURL Stock Holding History

Marshall Wace’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
Q1 		– Sell
-300
Closed -$86.7K – 3219
2025
Q4 		$86.7K Buy
+300
New +$81.4K ﹤0.01% 2729

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's BURL Position: Q1 2026 in Review

Marshall Wace increased its Burlington (BURL) stake by 226% in Q1 2026, buying an estimated $25.3M and bringing the position to 119,304 shares worth $38.8M. The position accounts for 0.04% of the portfolio, ranked #450.

Marshall Wace first reported a position in BURL in Q1 2014 and has held it in 25 quarters since. The position peaked at $81.5M in Q3 2024. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Marshall Wace held 119,304 shares of Burlington worth $38.8M as of Q1 2026.
  • Marshall Wace bought 82,720 Burlington shares in Q1 2026, an estimated $25.3M.
  • Burlington made up 0.04% of Marshall Wace's portfolio in Q1 2026, its #450 holding.
  • Marshall Wace first reported a position in Burlington in Q1 2014 and has held it in 25 quarters since.
  • Marshall Wace's Burlington position peaked at $81.5M in Q3 2024.
  • 624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.