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Prestige Wealth Management Group’s Burlington BURL Stock Holding History

Prestige 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
Q2 		$634 Buy
2
+1
+100% +$322 ﹤0.01% 989
2026
Q1 		$326 Buy
+1
New +$306 ﹤0.01% 1019
2023
Q1 		– Sell
-14
Closed -$2.84K – 1071
2022
Q4 		$2.84K Buy
+14
New +$2.23K ﹤0.01% 755
2022
Q1 		– Sell
-5
Closed -$1K – 986
2021
Q4 		$1K Hold
5
– – ﹤0.01% 874
2021
Q3 		$1K Hold
5
– – ﹤0.01% 867
2021
Q2 		$2K Hold
5
– – ﹤0.01% 771
2021
Q1 		$1K Sell
5
-8
-62% -$2.17K ﹤0.01% 856
2020
Q4 		$3K Buy
13
+1
+8% +$223 ﹤0.01% 669
2020
Q3 		$2K Hold
12
– – ﹤0.01% 665
2020
Q2 		$2K Sell
12
-12
-50% -$2.26K ﹤0.01% 657
2020
Q1 		$4K Buy
24
+12
+100% +$2.53K ﹤0.01% 513
2019
Q4 		$3K Hold
12
– – ﹤0.01% 453
2019
Q3 		$2K Buy
+12
New +$2.21K ﹤0.01% 476

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
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

Prestige Wealth Management Group's BURL Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Burlington (BURL) stake by 100% in Q2 2026, buying an estimated $322 and bringing the position to 2 shares worth $634. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Prestige Wealth Management Group first reported a position in BURL in Q3 2019 and has held it in 13 quarters since. The position peaked at $4K in Q1 2020. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Prestige Wealth Management Group held 2 shares of Burlington worth $634 as of Q2 2026.
  • Prestige Wealth Management Group bought 1 Burlington share in Q2 2026, an estimated $322.
  • Burlington made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #989 holding.
  • Prestige Wealth Management Group first reported a position in Burlington in Q3 2019 and has held it in 13 quarters since.
  • Prestige Wealth Management Group's Burlington position peaked at $4K in Q1 2020.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.