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New Age Alpha Advisors’s Burlington BURL Stock Holding History

New Age Alpha 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 		$2.64M Sell
8,340
-147
-2% -$47.4K 0.11% 237
2026
Q1 		$2.76M Sell
8,487
-191
-2% -$58.5K 0.13% 234
2025
Q4 		$2.51M Sell
8,678
-5,529
-39% -$1.5M 0.11% 275
2025
Q3 		$3.62M Sell
14,207
-422
-3% -$115K 0.15% 179
2025
Q2 		$3.4M Buy
14,629
+1,853
+15% +$440K 0.15% 198
2025
Q1 		$3.04M Buy
+12,776
New +$3.31M 0.14% 229

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

New Age Alpha Advisors's BURL Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Burlington (BURL) stake by 1.7% in Q2 2026, selling an estimated $47.4K and leaving 8,340 shares worth $2.64M. The position accounts for 0.11% of the portfolio, ranked #237.

New Age Alpha Advisors first reported a position in BURL in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.62M in Q3 2025. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • New Age Alpha Advisors held 8,340 shares of Burlington worth $2.64M as of Q2 2026.
  • New Age Alpha Advisors sold 147 Burlington shares in Q2 2026, an estimated $47.4K.
  • Burlington made up 0.11% of New Age Alpha Advisors's portfolio in Q2 2026, its #237 holding.
  • New Age Alpha Advisors first reported a position in Burlington in Q1 2025 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Burlington position peaked at $3.62M in Q3 2025.
  • 653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.