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Principia Wealth Advisory’s Burlington BURL Stock Holding History

Principia Wealth Advisory’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 Hold
2
– – ﹤0.01% 850
2026
Q1 		$651 Hold
2
– – ﹤0.01% 806
2025
Q4 		$578 Buy
2
+1
+100% +$271 ﹤0.01% 797
2025
Q3 		$255 Hold
1
– – ﹤0.01% 877
2025
Q2 		$233 Sell
1
-3
-75% -$713 ﹤0.01% 877
2025
Q1 		$987 Buy
4
+3
+300% +$777 ﹤0.01% 399
2024
Q4 		$285 Buy
+1
New +$270 ﹤0.01% 678

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

Principia Wealth Advisory's BURL Position: Q2 2026 in Review

Principia Wealth Advisory held its Burlington (BURL) position steady in Q2 2026 at 2 shares worth $634. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Principia Wealth Advisory first reported a position in BURL in Q4 2024 and has held it in 7 quarters since. The position peaked at $987 in Q1 2025. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Burlington worth $634 as of Q2 2026.
  • Principia Wealth Advisory left its Burlington share count unchanged in Q2 2026.
  • Burlington made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #850 holding.
  • Principia Wealth Advisory first reported a position in Burlington in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Burlington position peaked at $987 in Q1 2025.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.