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Mount Yale Investment Advisors’s Burlington BURL Stock Holding History

Mount Yale Investment Advisors’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 		$692K Buy
2,183
+25
+1% +$8.06K 0.01% 686
2026
Q1 		$702K Buy
+2,158
New +$661K 0.02% 606
2025
Q3 		– Sell
-2,067
Closed -$481K – 799
2025
Q2 		$481K Buy
2,067
+144
+7% +$34.2K 0.04% 350
2025
Q1 		$458K Buy
1,923
+242
+14% +$62.7K 0.04% 343
2024
Q4 		$479K Sell
1,681
-1,188
-41% -$321K 0.04% 346
2024
Q3 		$756K Sell
2,869
-104
-3% -$26.9K 0.07% 253
2024
Q2 		$714K Sell
2,973
-25
-0.8% -$5.14K 0.06% 272
2024
Q1 		$696K Buy
2,998
+183
+7% +$37.3K 0.05% 292
2023
Q4 		$547K Buy
2,815
+727
+35% +$108K 0.05% 306
2023
Q3 		$283K Buy
+2,088
New +$335K 0.03% 401
2022
Q3 		– Sell
-3,861
Closed -$526K – 450
2022
Q2 		$526K Sell
3,861
-225
-6% -$40.7K 0.07% 285
2022
Q1 		$744K Buy
4,086
+820
+25% +$180K 0.08% 242
2021
Q4 		$952K Buy
3,266
+13
+0.4% +$3.65K 0.1% 211
2021
Q3 		$922K Sell
3,253
-112
-3% -$35.8K 0.11% 203
2021
Q2 		$1.08M Sell
3,365
-32
-0.9% -$10.2K 0.13% 167
2021
Q1 		$1.01M Buy
3,397
+62
+2% +$16.8K 0.13% 160
2020
Q4 		$872K Buy
3,335
+50
+2% +$11.1K 0.12% 182
2020
Q3 		$677K Buy
3,285
+97
+3% +$18.9K 0.1% 204
2020
Q2 		$628K Buy
3,188
+473
+17% +$89.1K 0.11% 194
2020
Q1 		$430K Buy
2,715
+280
+11% +$59K 0.1% 202
2019
Q4 		$530K Sell
2,435
-245
-9% -$51.2K 0.09% 185
2019
Q3 		$537K Sell
2,680
-183
-6% -$33.6K 0.1% 180
2019
Q2 		$504K Sell
2,863
-12
-0.4% -$1.96K 0.09% 183
2019
Q1 		$450K Hold
2,875
– – 0.08% 197
2018
Q4 		$482K Sell
2,875
-396
-12% -$63.9K 0.1% 178
2018
Q3 		$560K Sell
3,271
-186
-5% -$29.7K 0.1% 156
2018
Q2 		$520K Sell
3,457
-45
-1% -$6.41K 0.1% 163
2018
Q1 		$466K Buy
+3,502
New +$433K 0.1% 184

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's BURL Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Burlington (BURL) stake by 1.2% in Q2 2026, buying an estimated $8.06K and bringing the position to 2,183 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #686.

Mount Yale Investment Advisors first reported a position in BURL in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.08M in Q2 2021. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Mount Yale Investment Advisors held 2,183 shares of Burlington worth $692K as of Q2 2026.
  • Mount Yale Investment Advisors bought 25 Burlington shares in Q2 2026, an estimated $8.06K.
  • Burlington made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #686 holding.
  • Mount Yale Investment Advisors first reported a position in Burlington in Q1 2018 and has held it in 28 quarters since.
  • Mount Yale Investment Advisors's Burlington position peaked at $1.08M in Q2 2021.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.