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Parkworth Wealth Management’s Burlington BURL Stock Holding History

Parkworth Wealth Management’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
Q2 		$698 Buy
3
+2
+200% +$475 ﹤0.01% 528
2025
Q1 		$238 Hold
1
– – ﹤0.01% 666
2024
Q4 		$285 Buy
+1
New +$270 ﹤0.01% 625

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkworth Wealth Management's BURL Position: Q2 2025 in Review

Parkworth Wealth Management increased its Burlington (BURL) stake by 200% in Q2 2025, buying an estimated $475 and bringing the position to 3 shares worth $698. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Parkworth Wealth Management first reported a position in BURL in Q4 2024 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Burlington worth $698 as of Q2 2025.
  • Parkworth Wealth Management bought 2 Burlington shares in Q2 2025, an estimated $475.
  • Burlington made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #528 holding.
  • Parkworth Wealth Management first reported a position in Burlington in Q4 2024 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.