OF
BURL icon

Optimize Financial’s Burlington BURL Stock Holding History

Optimize Financial’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 		$662K Sell
2,089
-7
-0.3% -$2.26K 0.24% 74
2026
Q1 		$682K Buy
2,096
+18
+0.9% +$5.51K 0.34% 36
2025
Q4 		$600K Buy
2,078
+28
+1% +$7.6K 0.3% 85
2025
Q3 		$522K Sell
2,050
-940
-31% -$255K 0.27% 107
2025
Q2 		$696K Sell
2,990
-20
-0.7% -$4.75K 0.43% 66
2025
Q1 		$717K Buy
3,010
+974
+48% +$252K 0.27% 53
2024
Q4 		$580K Buy
+2,036
New +$550K 0.44% 60

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

Optimize Financial's BURL Position: Q2 2026 in Review

Optimize Financial reduced its Burlington (BURL) stake by 0.33% in Q2 2026, selling an estimated $2.26K and leaving 2,089 shares worth $662K. The position accounts for 0.24% of the portfolio, ranked #74.

Optimize Financial first reported a position in BURL in Q4 2024 and has held it in 7 quarters since. The position peaked at $717K in Q1 2025. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Optimize Financial held 2,089 shares of Burlington worth $662K as of Q2 2026.
  • Optimize Financial sold 7 Burlington shares in Q2 2026, an estimated $2.26K.
  • Burlington made up 0.24% of Optimize Financial's portfolio in Q2 2026, its #74 holding.
  • Optimize Financial first reported a position in Burlington in Q4 2024 and has held it in 7 quarters since.
  • Optimize Financial's Burlington position peaked at $717K in Q1 2025.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.