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Nicolet Advisory Services’s Burlington BURL Stock Holding History

Nicolet Advisory Services’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
2025
Q4 		$853K Sell
2,824
-78
-3% -$21.2K 0.06% 165
2025
Q3 		$754K Buy
2,902
+169
+6% +$45.9K 0.06% 169
2025
Q2 		$747K Buy
2,733
+16
+0.6% +$3.8K 0.06% 158
2025
Q1 		$661K Buy
2,717
+54
+2% +$14K 0.07% 162
2024
Q4 		$764K Buy
2,663
+201
+8% +$54.3K 0.07% 150
2024
Q3 		$640K Buy
2,462
+140
+6% +$36.2K 0.06% 169
2024
Q2 		$563K Buy
2,322
+589
+34% +$121K 0.05% 173
2024
Q1 		$346K Buy
+1,733
New +$354K 0.04% 246

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Nicolet Advisory Services's BURL Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Burlington (BURL) stake by 2.7% in Q4 2025, selling an estimated $21.2K and leaving 2,824 shares worth $853K. The position accounts for 0.06% of the portfolio, ranked #165.

Nicolet Advisory Services first reported a position in BURL in Q1 2024 and has held it in 8 quarters since. 568 funds tracked by Wall St. Rank hold BURL as of Q4 2025.

  • Nicolet Advisory Services held 2,824 shares of Burlington worth $853K as of Q4 2025.
  • Nicolet Advisory Services sold 78 Burlington shares in Q4 2025, an estimated $21.2K.
  • Burlington made up 0.06% of Nicolet Advisory Services's portfolio in Q4 2025, its #165 holding.
  • Nicolet Advisory Services first reported a position in Burlington in Q1 2024 and has held it in 8 quarters since.
  • 568 funds tracked by Wall St. Rank held Burlington as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.