MWM
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Mission Wealth Management’s Burlington BURL Stock Holding History

Mission Wealth 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 		$333K Buy
+1,051
New +$339K ﹤0.01% 837

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

Mission Wealth Management's BURL Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Burlington (BURL) in Q2 2026: 1,051 shares worth $333K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings.

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

  • Mission Wealth Management held 1,051 shares of Burlington worth $333K as of Q2 2026.
  • Burlington was a new Mission Wealth Management position in Q2 2026.
  • Burlington made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #837 holding.
  • 650 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.