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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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