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OneDigital Investment Advisors’s Burlington BURL Stock Holding History

OneDigital 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 		$440K Buy
1,388
+158
+13% +$51K ﹤0.01% 1096
2026
Q1 		$400K Sell
1,230
-302
-20% -$92.5K ﹤0.01% 1039
2025
Q4 		$443K Buy
1,532
+218
+17% +$59.1K ﹤0.01% 1001
2025
Q3 		$334K Sell
1,314
-10
-0.8% -$2.72K ﹤0.01% 1121
2025
Q2 		$308K Sell
1,324
-15
-1% -$3.56K ﹤0.01% 1152
2025
Q1 		$319K Buy
1,339
+290
+28% +$75.2K ﹤0.01% 1067
2024
Q4 		$299K Buy
1,049
+22
+2% +$5.95K ﹤0.01% 1131
2024
Q3 		$271K Buy
1,027
+54
+6% +$14K ﹤0.01% 1213
2024
Q2 		$234K Buy
+973
New +$200K ﹤0.01% 1223
2019
Q3 		– Sell
-54
Closed -$9K – 634
2019
Q2 		$9K Hold
54
– – ﹤0.01% 954
2019
Q1 		$8K Hold
54
– – ﹤0.01% 917
2018
Q4 		$9K Sell
54
-11
-17% -$1.78K ﹤0.01% 868
2018
Q3 		$11K Hold
65
– – ﹤0.01% 807
2018
Q2 		$10K Buy
+65
New +$9.25K ﹤0.01% 1037

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

OneDigital Investment Advisors's BURL Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Burlington (BURL) stake by 13% in Q2 2026, buying an estimated $51K and bringing the position to 1,388 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

OneDigital Investment Advisors first reported a position in BURL in Q2 2018 and has held it in 14 quarters since. The position peaked at $443K in Q4 2025. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • OneDigital Investment Advisors held 1,388 shares of Burlington worth $440K as of Q2 2026.
  • OneDigital Investment Advisors bought 158 Burlington shares in Q2 2026, an estimated $51K.
  • Burlington made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1096 holding.
  • OneDigital Investment Advisors first reported a position in Burlington in Q2 2018 and has held it in 14 quarters since.
  • OneDigital Investment Advisors's Burlington position peaked at $443K in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.