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Spire Wealth Management’s Burlington BURL Stock Holding History

Spire 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
Q2 		$634 Hold
2
– – ﹤0.01% 2195
2026
Q1 		$651 Hold
2
– – ﹤0.01% 2210
2025
Q4 		$578 Hold
2
– – ﹤0.01% 2270
2025
Q3 		$509 Buy
+2
New +$543 ﹤0.01% 2354
2025
Q1 		– Sell
-137
Closed -$39.1K – 2481
2024
Q4 		$39.1K Hold
137
– – ﹤0.01% 1377
2024
Q3 		$36.1K Hold
137
– – ﹤0.01% 1241
2024
Q2 		$32.9K Buy
137
+1
+0.7% +$206 ﹤0.01% 1258
2024
Q1 		$31.6K Hold
136
– – ﹤0.01% 1370
2023
Q4 		$26.5K Buy
136
+1
+0.7% +$149 ﹤0.01% 1434
2023
Q3 		$18.3K Hold
135
– – ﹤0.01% 1541
2023
Q2 		$21.2K Hold
135
– – ﹤0.01% 1571
2023
Q1 		$27.3K Buy
+135
New +$29.5K ﹤0.01% 1485
2022
Q4 		– Sell
-135
Closed -$15K – 2317
2022
Q3 		$15K Sell
135
-188
-58% -$27.4K ﹤0.01% 1430
2022
Q2 		$44K Sell
323
-135
-29% -$24.4K ﹤0.01% 1340
2022
Q1 		$83K Sell
458
-190
-29% -$41.6K ﹤0.01% 1233
2021
Q4 		$189K Buy
648
+141
+28% +$39.6K ﹤0.01% 1119
2021
Q3 		$144K Buy
507
+60
+13% +$19.2K ﹤0.01% 1050
2021
Q2 		$144K Sell
447
-42
-9% -$13.4K ﹤0.01% 1064
2021
Q1 		$146K Buy
+489
New +$133K ﹤0.01% 1207

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

Spire Wealth Management's BURL Position: Q2 2026 in Review

Spire Wealth Management held its Burlington (BURL) position steady in Q2 2026 at 2 shares worth $634. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Spire Wealth Management first reported a position in BURL in Q1 2021 and has held it in 19 quarters since. The position peaked at $189K in Q4 2021. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Spire Wealth Management held 2 shares of Burlington worth $634 as of Q2 2026.
  • Spire Wealth Management left its Burlington share count unchanged in Q2 2026.
  • Burlington made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2195 holding.
  • Spire Wealth Management first reported a position in Burlington in Q1 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's Burlington position peaked at $189K in Q4 2021.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.