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Parr McKnight Wealth Management Group’s Burlington BURL Stock Holding History

Parr McKnight Wealth Management Group’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
Q1 		– Sell
-4,885
Closed -$1.41M – 219
2025
Q4 		$1.41M Sell
4,885
-688
-12% -$187K 0.19% 133
2025
Q3 		$1.42M Buy
5,573
+78
+1% +$21.2K 0.19% 140
2025
Q2 		$1.28M Buy
5,495
+80
+1% +$19K 0.18% 152
2025
Q1 		$1.29M Buy
5,415
+1,368
+34% +$355K 0.19% 149
2024
Q4 		$1.15M Buy
+4,047
New +$1.09M 0.17% 137

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Parr McKnight Wealth Management Group's BURL Position: Q1 2026 in Review

Parr McKnight Wealth Management Group sold out of Burlington (BURL) in Q1 2026, closing a stake of 4,885 shares — an estimated $1.41M sold.

Parr McKnight Wealth Management Group first reported a position in BURL in Q4 2024 and held it in 5 quarters. The position peaked at $1.42M in Q3 2025. 629 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Parr McKnight Wealth Management Group reported no remaining Burlington position as of Q1 2026 after selling out during the quarter.
  • Parr McKnight Wealth Management Group sold 4,885 Burlington shares in Q1 2026, an estimated $1.41M.
  • Parr McKnight Wealth Management Group first reported a position in Burlington in Q4 2024 and held it in 5 quarters.
  • Parr McKnight Wealth Management Group's Burlington position peaked at $1.42M in Q3 2025.
  • 629 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.