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
-200
Closed -$57.8K – 3220
2025
Q4 		$57.8K Buy
+200
New +$54.3K ﹤0.01% 2764

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

Marshall Wace's BURL Position: Q2 2026 in Review

Marshall Wace increased its Burlington (BURL) stake by 91% in Q2 2026, buying an estimated $34.9M and bringing the position to 227,440 shares worth $72.1M. The position accounts for 0.06% of the portfolio, ranked #274.

Marshall Wace first reported a position in BURL in Q1 2014 and has held it in 26 quarters since. The position peaked at $81.5M in Q3 2024. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Marshall Wace held 227,440 shares of Burlington worth $72.1M as of Q2 2026.
  • Marshall Wace bought 108,136 Burlington shares in Q2 2026, an estimated $34.9M.
  • Burlington made up 0.06% of Marshall Wace's portfolio in Q2 2026, its #274 holding.
  • Marshall Wace first reported a position in Burlington in Q1 2014 and has held it in 26 quarters since.
  • Marshall Wace's Burlington position peaked at $81.5M in Q3 2024.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.