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Waddell & Associates’s Burlington BURL Stock Holding History

Waddell & Associates’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 		$840K Sell
2,650
-113
-4% -$36.4K 0.04% 156
2026
Q1 		$899K Buy
+2,763
New +$846K 0.05% 126

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

Waddell & Associates's BURL Position: Q2 2026 in Review

Waddell & Associates reduced its Burlington (BURL) stake by 4.1% in Q2 2026, selling an estimated $36.4K and leaving 2,650 shares worth $840K. The position accounts for 0.04% of the portfolio, ranked #156.

Waddell & Associates first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. The position peaked at $899K in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Waddell & Associates held 2,650 shares of Burlington worth $840K as of Q2 2026.
  • Waddell & Associates sold 113 Burlington shares in Q2 2026, an estimated $36.4K.
  • Burlington made up 0.04% of Waddell & Associates's portfolio in Q2 2026, its #156 holding.
  • Waddell & Associates first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
  • Waddell & Associates's Burlington position peaked at $899K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.