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NewEdge Wealth’s Burlington BURL Stock Holding History

NewEdge Wealth’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 		$687K Buy
2,168
+1,049
+94% +$338K 0.01% 769
2026
Q1 		$364K Buy
1,119
+207
+23% +$63.4K ﹤0.01% 913
2025
Q4 		$263K Buy
912
+16
+2% +$4.34K ﹤0.01% 1069
2025
Q3 		$244K Buy
+896
New +$243K ﹤0.01% 934

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

NewEdge Wealth's BURL Position: Q2 2026 in Review

NewEdge Wealth increased its Burlington (BURL) stake by 94% in Q2 2026, buying an estimated $338K and bringing the position to 2,168 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #769.

NewEdge Wealth first reported a position in BURL in Q3 2025 and has held it in 4 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • NewEdge Wealth held 2,168 shares of Burlington worth $687K as of Q2 2026.
  • NewEdge Wealth bought 1,049 Burlington shares in Q2 2026, an estimated $338K.
  • Burlington made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #769 holding.
  • NewEdge Wealth first reported a position in Burlington in Q3 2025 and has held it in 4 quarters since.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.