QFW
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QTR Family Wealth’s Burlington BURL Stock Holding History

QTR Family Wealth’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 		$316K Sell
997
-123
-11% -$39.7K 0.11% 206
2026
Q1 		$375K Buy
+1,120
New +$343K 0.16% 151

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 $3.38T AUM 44.17% 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

QTR Family Wealth's BURL Position: Q2 2026 in Review

QTR Family Wealth reduced its Burlington (BURL) stake by 11% in Q2 2026, selling an estimated $39.7K and leaving 997 shares worth $316K. The position accounts for 0.11% of the portfolio, ranked #206.

QTR Family Wealth first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. The position peaked at $375K in Q1 2026. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • QTR Family Wealth held 997 shares of Burlington worth $316K as of Q2 2026.
  • QTR Family Wealth sold 123 Burlington shares in Q2 2026, an estimated $39.7K.
  • Burlington made up 0.11% of QTR Family Wealth's portfolio in Q2 2026, its #206 holding.
  • QTR Family Wealth first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
  • QTR Family Wealth's Burlington position peaked at $375K in Q1 2026.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.