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Virtus Investment Advisers’s Burlington BURL Stock Holding History

Virtus Investment Advisers’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 		$1.75M Sell
5,524
-1,022
-16% -$330K 0.41% 84
2026
Q1 		$2.13M Sell
6,546
-404
-6% -$124K 0.59% 13
2025
Q4 		$2.01M Buy
+6,950
New +$1.89M 0.55% 44

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

Virtus Investment Advisers's BURL Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Burlington (BURL) stake by 16% in Q2 2026, selling an estimated $330K and leaving 5,524 shares worth $1.75M. The position accounts for 0.41% of the portfolio, ranked #84.

Virtus Investment Advisers first reported a position in BURL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.13M in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Virtus Investment Advisers held 5,524 shares of Burlington worth $1.75M as of Q2 2026.
  • Virtus Investment Advisers sold 1,022 Burlington shares in Q2 2026, an estimated $330K.
  • Burlington made up 0.41% of Virtus Investment Advisers's portfolio in Q2 2026, its #84 holding.
  • Virtus Investment Advisers first reported a position in Burlington in Q4 2025 and has held it in 3 quarters since.
  • Virtus Investment Advisers's Burlington position peaked at $2.13M in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.