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United Capital Financial Advisors’s Burlington BURL Stock Holding History

United Capital Financial Advisors’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 		– Sell
-940
Closed -$306K – 1642
2026
Q1 		$306K Buy
+940
New +$288K ﹤0.01% 1343
2019
Q4 		– Sell
-40
Closed -$8K – 1376
2019
Q3 		$8K Buy
+40
New +$7.36K ﹤0.01% 1299
2019
Q2 		– Sell
-39,105
Closed -$6.13M – 1467
2019
Q1 		$6.13M Buy
+39,105
New +$6.3M 0.04% 374

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

United Capital Financial Advisors's BURL Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Burlington (BURL) in Q2 2026, closing a stake of 940 shares — an estimated $306K sold.

United Capital Financial Advisors first reported a position in BURL in Q1 2019 and held it in 3 quarters. The position peaked at $6.13M in Q1 2019. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 940 Burlington shares in Q2 2026, an estimated $306K.
  • United Capital Financial Advisors first reported a position in Burlington in Q1 2019 and held it in 3 quarters.
  • United Capital Financial Advisors's Burlington position peaked at $6.13M in Q1 2019.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.