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Precision Wealth Strategies’s Burlington BURL Stock Holding History

Precision Wealth 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
2025
Q3 		– Sell
-1,595
Closed -$371K – 168
2025
Q2 		$371K Sell
1,595
-51
-3% -$12.1K 0.12% 128
2025
Q1 		$392K Buy
1,646
+211
+15% +$54.7K 0.3% 67
2024
Q4 		$409K Sell
1,435
-432
-23% -$117K 0.32% 70
2024
Q3 		$492K Sell
1,867
-6
-0.3% -$1.55K 0.46% 40
2024
Q2 		$450K Buy
+1,873
New +$385K 0.46% 39

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Precision Wealth Strategies's BURL Position: Q3 2025 in Review

Precision Wealth Strategies sold out of Burlington (BURL) in Q3 2025, closing a stake of 1,595 shares — an estimated $371K sold.

Precision Wealth Strategies first reported a position in BURL in Q2 2024 and held it in 5 quarters. The position peaked at $492K in Q3 2024. 537 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

  • Precision Wealth Strategies reported no remaining Burlington position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 1,595 Burlington shares in Q3 2025, an estimated $371K.
  • Precision Wealth Strategies first reported a position in Burlington in Q2 2024 and held it in 5 quarters.
  • Precision Wealth Strategies's Burlington position peaked at $492K in Q3 2024.
  • 537 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.