Vontobel Holding
BURL icon

Vontobel Holding’s Burlington BURL Stock Holding History

Vontobel Holding’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 		$1.07M Buy
3,362
+15
+0.4% +$4.84K ﹤0.01% 795
2026
Q1 		$1.09M Sell
3,347
-1,587
-32% -$486K ﹤0.01% 640
2025
Q4 		$1.43M Sell
4,934
-2,012
-29% -$546K ﹤0.01% 664
2025
Q3 		$1.77M Buy
6,946
+629
+10% +$171K 0.01% 585
2025
Q2 		$1.47M Buy
6,317
+1,202
+23% +$286K ﹤0.01% 580
2025
Q1 		$1.22M Sell
5,115
-241
-4% -$62.5K ﹤0.01% 529
2024
Q4 		$1.53M Sell
5,356
-204
-4% -$55.1K 0.01% 492
2024
Q3 		$1.46M Sell
5,560
-72
-1% -$18.6K ﹤0.01% 515
2024
Q2 		$1.35M Sell
5,632
-232
-4% -$47.7K ﹤0.01% 517
2024
Q1 		$1.36M Sell
5,864
-1,469
-20% -$300K 0.01% 508
2023
Q4 		$1.43M Sell
7,333
-1,043
-12% -$156K 0.01% 508
2023
Q3 		$1.13M Buy
8,376
+3,574
+74% +$573K 0.01% 554
2023
Q2 		$756K Buy
4,802
+3,634
+311% +$624K 0.01% 676
2023
Q1 		$236K Hold
1,168
– – ﹤0.01% 950
2022
Q4 		$237K Sell
1,168
-1,433
-55% -$229K ﹤0.01% 946
2022
Q3 		$291K Buy
+2,601
New +$379K ﹤0.01% 858
2022
Q1 		– Sell
-748
Closed -$219K – 1063
2021
Q4 		$219K Sell
748
-304
-29% -$85.5K ﹤0.01% 985
2021
Q3 		$299K Buy
1,052
+304
+41% +$97.2K ﹤0.01% 940
2021
Q2 		$238K Hold
748
– – ﹤0.01% 994
2021
Q1 		$224K Sell
748
-111
-13% -$30.2K ﹤0.01% 890
2020
Q4 		$227K Buy
+859
New +$191K ﹤0.01% 872

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

Vontobel Holding's BURL Position: Q2 2026 in Review

Vontobel Holding increased its Burlington (BURL) stake by 0.45% in Q2 2026, buying an estimated $4.84K and bringing the position to 3,362 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Vontobel Holding first reported a position in BURL in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.77M in Q3 2025. 655 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Vontobel Holding held 3,362 shares of Burlington worth $1.07M as of Q2 2026.
  • Vontobel Holding bought 15 Burlington shares in Q2 2026, an estimated $4.84K.
  • Burlington made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #795 holding.
  • Vontobel Holding first reported a position in Burlington in Q4 2020 and has held it in 21 quarters since.
  • Vontobel Holding's Burlington position peaked at $1.77M in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.