SCM
BURL icon

Shelton Capital Management’s Burlington BURL Stock Holding History

Shelton Capital Management’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
2016
Q1 		– Sell
-30,000
Closed -$1.29M – 757
2015
Q4 		$1.29M Buy
+30,000
New +$1.39M 0.12% 162

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

Shelton Capital Management's BURL Position: Q2 2026 in Review

Shelton Capital Management reduced its Burlington (BURL) stake by 1.5% in Q2 2026, selling an estimated $10K and leaving 2,013 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #319.

Shelton Capital Management first reported a position in BURL in Q1 2015 and has held it in 17 quarters since. The position peaked at $2.52M in Q1 2015. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Shelton Capital Management held 2,013 shares of Burlington worth $638K as of Q2 2026.
  • Shelton Capital Management sold 31 Burlington shares in Q2 2026, an estimated $10K.
  • Burlington made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #319 holding.
  • Shelton Capital Management first reported a position in Burlington in Q1 2015 and has held it in 17 quarters since.
  • Shelton Capital Management's Burlington position peaked at $2.52M in Q1 2015.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.