Physician Wealth Advisors
BURL icon

Physician Wealth Advisors’s Burlington BURL Stock Holding History

Physician Wealth 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
Q3 		– Sell
-8
Closed -$2.54K – 2478
2026
Q2 		$2.54K Buy
8
+2
+33% +$645 ﹤0.01% 1396
2026
Q1 		$1.95K Buy
+6
New +$1.84K ﹤0.01% 1368

Other funds holding BURL

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Physician Wealth Advisors's BURL Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Burlington (BURL) in Q3 2026, closing a stake of 8 shares — an estimated $2.54K sold.

Physician Wealth Advisors first reported a position in BURL in Q1 2026 and held it in 2 quarters. The position peaked at $2.54K in Q2 2026. 88 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Burlington position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 8 Burlington shares in Q3 2026, an estimated $2.54K.
  • Physician Wealth Advisors first reported a position in Burlington in Q1 2026 and held it in 2 quarters.
  • Physician Wealth Advisors's Burlington position peaked at $2.54K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.