ViaWealth’s Burlington BURL Stock Holding History

ViaWealth’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	–	Sell	-3,681	Closed	-$1.06M	–	161
2025 Q4	$1.06M	Buy	3,681 +300	+9%	+$81.4K	0.6%	48
2025 Q3	$860K	Buy	3,381 +100	+3%	+$27.2K	0.47%	63
2025 Q2	$763K	Hold	3,281	–	–	0.45%	65
2025 Q1	$782K	Hold	3,281	–	–	0.48%	64
2024 Q4	$935K	Hold	3,281	–	–	0.56%	51
2024 Q3	$864K	Hold	3,281	–	–	0.5%	63
2024 Q2	$787K	Hold	3,281	–	–	0.49%	65
2024 Q1	$762K	Hold	3,281	–	–	0.48%	68
2023 Q4	$638K	Hold	3,281	–	–	0.44%	79
2023 Q3	$444K	Sell	3,281 -1,766	-35%	-$283K	0.33%	100
2023 Q2	$794K	Sell	5,047 -2,000	-28%	-$343K	0.59%	54
2023 Q1	$1.42M	Hold	7,047	–	–	1.13%	22
2022 Q4	$1.56M	Buy	+7,047	New	+$1.13M	1.28%	20

Other funds holding BURL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ViaWealth's BURL Position: Q1 2026 in Review

ViaWealth sold out of Burlington (BURL) in Q1 2026, closing a stake of 3,681 shares — an estimated $1.06M sold.

ViaWealth first reported a position in BURL in Q4 2022 and held it in 13 quarters. The position peaked at $1.56M in Q4 2022. 625 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

ViaWealth reported no remaining Burlington position as of Q1 2026 after selling out during the quarter.
ViaWealth sold 3,681 Burlington shares in Q1 2026, an estimated $1.06M.
ViaWealth first reported a position in Burlington in Q4 2022 and held it in 13 quarters.
ViaWealth's Burlington position peaked at $1.56M in Q4 2022.
625 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.