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SHP Wealth Management’s Burlington BURL Stock Holding History

SHP Wealth 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
2026
Q1 		$1.3K Buy
4
+3
+300% +$919 ﹤0.01% 1391
2025
Q4 		$289 Buy
+1
New +$271 ﹤0.01% 1437

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 $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's BURL Position: Q1 2026 in Review

SHP Wealth Management increased its Burlington (BURL) stake by 300% in Q1 2026, buying an estimated $919 and bringing the position to 4 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

SHP Wealth Management first reported a position in BURL in Q4 2025 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • SHP Wealth Management held 4 shares of Burlington worth $1.3K as of Q1 2026.
  • SHP Wealth Management bought 3 Burlington shares in Q1 2026, an estimated $919.
  • Burlington made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1391 holding.
  • SHP Wealth Management first reported a position in Burlington in Q4 2025 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.