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True Wealth Design’s Burlington BURL Stock Holding History

True Wealth Design’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
Q3 		$7.48K Sell
28
-394
-93% -$122K ﹤0.01% 1183
2026
Q2 		$134K Buy
422
+43
+11% +$13.9K 0.03% 187
2026
Q1 		$123K Buy
379
+321
+553% +$98.3K 0.03% 167
2025
Q4 		$16.6K Buy
58
+47
+427% +$12.8K ﹤0.01% 669
2025
Q3 		$2.7K Buy
11
+3
+38% +$815 ﹤0.01% 1358
2025
Q2 		$1.86K Sell
8
-3
-27% -$713 ﹤0.01% 1206
2025
Q1 		$2.62K Buy
11
+3
+38% +$777 ﹤0.01% 914
2024
Q4 		$2.28K Sell
8
-15
-65% -$4.05K ﹤0.01% 707
2024
Q3 		$6.06K Buy
23
+17
+283% +$4.4K ﹤0.01% 520
2024
Q2 		$1.44K Buy
6
+4
+200% +$823 ﹤0.01% 433
2024
Q1 		$465 Buy
2
+1
+100% +$204 ﹤0.01% 640
2023
Q4 		$195 Hold
1
– – ﹤0.01% 680
2023
Q3 		$136 Hold
1
– – ﹤0.01% 695
2023
Q2 		$158 Hold
1
– – ﹤0.01% 686
2023
Q1 		$203 Hold
1
– – ﹤0.01% 726
2022
Q4 		$203 Buy
+1
New +$160 ﹤0.01% 657

Other funds holding BURL

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's BURL Position: Q3 2026 in Review

True Wealth Design reduced its Burlington (BURL) stake by 93% in Q3 2026, selling an estimated $122K and leaving 28 shares worth $7.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

True Wealth Design first reported a position in BURL in Q4 2022 and has held it in 16 quarters since. The position peaked at $134K in Q2 2026. 48 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • True Wealth Design held 28 shares of Burlington worth $7.48K as of Q3 2026.
  • True Wealth Design sold 394 Burlington shares in Q3 2026, an estimated $122K.
  • Burlington made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1183 holding.
  • True Wealth Design first reported a position in Burlington in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Burlington position peaked at $134K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.