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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
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

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

True Wealth Design's BURL Position: Q2 2026 in Review

True Wealth Design increased its Burlington (BURL) stake by 11% in Q2 2026, buying an estimated $13.9K and bringing the position to 422 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #187.

True Wealth Design first reported a position in BURL in Q4 2022 and has held it in 15 quarters since. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • True Wealth Design held 422 shares of Burlington worth $134K as of Q2 2026.
  • True Wealth Design bought 43 Burlington shares in Q2 2026, an estimated $13.9K.
  • Burlington made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #187 holding.
  • True Wealth Design first reported a position in Burlington in Q4 2022 and has held it in 15 quarters since.
  • 653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.