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Rothschild Investment LLC’s Burlington BURL Stock Holding History

Rothschild Investment LLC’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 		$2.25M Buy
7,094
+5,129
+261% +$1.65M 0.08% 227
2026
Q1 		$639K Buy
1,965
+1,898
+2,833% +$581K 0.03% 342
2025
Q4 		$19.4K Buy
67
+65
+3,250% +$17.6K ﹤0.01% 1332
2025
Q3 		$509 Buy
+2
New +$543 ﹤0.01% 2821
2025
Q2 		– Sell
-1
Closed -$238 – 3047
2025
Q1 		$238 Buy
+1
New +$259 ﹤0.01% 2810

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

Rothschild Investment LLC's BURL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Burlington (BURL) stake by 261% in Q2 2026, buying an estimated $1.65M and bringing the position to 7,094 shares worth $2.25M. The position accounts for 0.08% of the portfolio, ranked #227.

Rothschild Investment LLC first reported a position in BURL in Q1 2025 and has held it in 5 quarters since. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Rothschild Investment LLC held 7,094 shares of Burlington worth $2.25M as of Q2 2026.
  • Rothschild Investment LLC bought 5,129 Burlington shares in Q2 2026, an estimated $1.65M.
  • Burlington made up 0.08% of Rothschild Investment LLC's portfolio in Q2 2026, its #227 holding.
  • Rothschild Investment LLC first reported a position in Burlington in Q1 2025 and has held it in 5 quarters since.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.