Plante Moran Financial Advisors’s Burlington BURL Stock Holding History

Plante Moran Financial 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 Q2	$317	Buy	+1	New	+$322	﹤0.01%	1291
2026 Q1	–	Sell	-2	Closed	-$578	–	745
2025 Q4	$578	Buy	+2	New	+$543	﹤0.01%	758
2022 Q3	–	Sell	-7	Closed	-$1K	–	877
2022 Q2	$1K	Buy	+7	New	+$1.27K	﹤0.01%	885
2021 Q4	–	Sell	-13	Closed	-$4K	–	1007
2021 Q3	$4K	Sell	13 -15	-54%	-$4.79K	﹤0.01%	802
2021 Q2	$9K	Hold	28	–	–	﹤0.01%	685
2021 Q1	$8K	Buy	28 +13	+87%	+$3.53K	﹤0.01%	683
2020 Q4	$4K	Hold	15	–	–	﹤0.01%	712
2020 Q3	$3K	Hold	15	–	–	﹤0.01%	742
2020 Q2	$3K	Buy	+15	New	+$2.83K	﹤0.01%	630
2018 Q1	–	Sell	-47	Closed	-$6K	–	955
2017 Q4	$6K	Buy	+47	New	+$4.79K	﹤0.01%	671

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's BURL Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Burlington (BURL) in Q2 2026: 1 share worth $317. The stake represents ﹤0.01% of the portfolio and ranks #1291 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BURL as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in BURL in Q4 2017 and has held it in 10 quarters since. The position peaked at $9K in Q2 2021. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Plante Moran Financial Advisors held 1 share of Burlington worth $317 as of Q2 2026.
Burlington was a new Plante Moran Financial Advisors position in Q2 2026.
Burlington made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1291 holding.
Plante Moran Financial Advisors first reported a position in Burlington in Q4 2017 and has held it in 10 quarters since.
Plante Moran Financial Advisors's Burlington position peaked at $9K in Q2 2021.
656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.