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Stone House Investment Management’s Burlington BURL Stock Holding History

Stone House Investment 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 		$28.2K Buy
89
+2
+2% +$645 ﹤0.01% 286
2026
Q1 		$28.3K Hold
87
– – 0.01% 240
2025
Q4 		$25.1K Buy
+87
New +$23.6K ﹤0.01% 231

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

Stone House Investment Management's BURL Position: Q2 2026 in Review

Stone House Investment Management increased its Burlington (BURL) stake by 2.3% in Q2 2026, buying an estimated $645 and bringing the position to 89 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Stone House Investment Management first reported a position in BURL in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.3K in Q1 2026. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Stone House Investment Management held 89 shares of Burlington worth $28.2K as of Q2 2026.
  • Stone House Investment Management bought 2 Burlington shares in Q2 2026, an estimated $645.
  • Burlington made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #286 holding.
  • Stone House Investment Management first reported a position in Burlington in Q4 2025 and has held it in 3 quarters since.
  • Stone House Investment Management's Burlington position peaked at $28.3K in Q1 2026.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.