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Planning Strategies’s Burlington BURL Stock Holding History

Planning Strategies’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 		$317 Buy
+1
New +$322 ﹤0.01% 938

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Planning Strategies's BURL Position: Q2 2026 in Review

Planning Strategies opened a new position in Burlington (BURL) in Q2 2026: 1 share worth $317. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings.

615 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Planning Strategies held 1 share of Burlington worth $317 as of Q2 2026.
  • Burlington was a new Planning Strategies position in Q2 2026.
  • Burlington made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #938 holding.
  • 615 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.