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Valued Wealth Advisors’s Burlington BURL Stock Holding History

Valued Wealth 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 		$6.65K Buy
21
+9
+75% +$2.9K ﹤0.01% 388
2026
Q1 		$3.9K Buy
12
+4
+50% +$1.23K ﹤0.01% 436
2025
Q4 		$2.31K Buy
8
+4
+100% +$1.08K ﹤0.01% 389
2025
Q3 		$1.02K Buy
4
+1
+33% +$272 ﹤0.01% 452
2025
Q2 		$698 Sell
3
-3
-50% -$713 ﹤0.01% 486
2025
Q1 		$1.43K Sell
6
-9
-60% -$2.33K ﹤0.01% 442
2024
Q4 		$4.28K Buy
15
+12
+400% +$3.24K ﹤0.01% 320
2024
Q3 		$791 Hold
3
– – ﹤0.01% 484
2024
Q2 		$720 Buy
3
+1
+50% +$206 ﹤0.01% 471
2024
Q1 		$465 Sell
2
-1
-33% -$204 ﹤0.01% 499
2023
Q4 		$406 Buy
+3
New +$448 ﹤0.01% 448

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

Valued Wealth Advisors's BURL Position: Q2 2026 in Review

Valued Wealth Advisors increased its Burlington (BURL) stake by 75% in Q2 2026, buying an estimated $2.9K and bringing the position to 21 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Valued Wealth Advisors first reported a position in BURL in Q4 2023 and has held it in 11 quarters since. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Valued Wealth Advisors held 21 shares of Burlington worth $6.65K as of Q2 2026.
  • Valued Wealth Advisors bought 9 Burlington shares in Q2 2026, an estimated $2.9K.
  • Burlington made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #388 holding.
  • Valued Wealth Advisors first reported a position in Burlington in Q4 2023 and has held it in 11 quarters since.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.