WI
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Wahed Invest’s Burlington BURL Stock Holding History

Wahed Invest’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 		$508K Sell
1,560
-92
-6% -$28.2K 0.07% 169
2025
Q4 		$477K Sell
1,652
-66
-4% -$17.9K 0.06% 173
2025
Q3 		$437K Buy
1,718
+9
+0.5% +$2.44K 0.06% 187
2025
Q2 		$398K Buy
1,709
+44
+3% +$10.5K 0.06% 194
2025
Q1 		$397K Buy
1,665
+89
+6% +$23.1K 0.07% 180
2024
Q4 		$449K Buy
1,576
+38
+2% +$10.3K 0.07% 167
2024
Q3 		$405K Buy
1,538
+157
+11% +$40.6K 0.07% 174
2024
Q2 		$331K Buy
1,381
+138
+11% +$28.4K 0.07% 174
2024
Q1 		$289K Buy
1,243
+144
+13% +$29.4K 0.07% 182
2023
Q4 		$214K Buy
1,099
+73
+7% +$10.9K 0.06% 190
2023
Q3 		$139K Buy
1,026
+91
+10% +$14.6K 0.05% 215
2023
Q2 		$147K Buy
935
+91
+11% +$15.6K 0.05% 202
2023
Q1 		$171K Sell
844
-14
-2% -$3.06K 0.07% 184
2022
Q4 		$174K Buy
858
+118
+16% +$18.8K 0.09% 169
2022
Q3 		$83K Buy
740
+39
+6% +$5.68K 0.05% 215
2022
Q2 		$95K Buy
+701
New +$127K 0.06% 209
2022
Q1 		– Sell
-792
Closed -$231K – 177
2021
Q4 		$231K Buy
+792
New +$223K 0.13% 151

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wahed Invest's BURL Position: Q1 2026 in Review

Wahed Invest reduced its Burlington (BURL) stake by 5.6% in Q1 2026, selling an estimated $28.2K and leaving 1,560 shares worth $508K. The position accounts for 0.07% of the portfolio, ranked #169.

Wahed Invest first reported a position in BURL in Q4 2021 and has held it in 17 quarters since. 625 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Wahed Invest held 1,560 shares of Burlington worth $508K as of Q1 2026.
  • Wahed Invest sold 92 Burlington shares in Q1 2026, an estimated $28.2K.
  • Burlington made up 0.07% of Wahed Invest's portfolio in Q1 2026, its #169 holding.
  • Wahed Invest first reported a position in Burlington in Q4 2021 and has held it in 17 quarters since.
  • 625 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Wahed Invest's 13F filing for Q1 2026, filed 13 May 2026.