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Waverly Advisors’s Burlington BURL Stock Holding History

Waverly Advisors’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 		$9.29M Sell
29,337
-1,772
-6% -$571K 0.05% 308
2026
Q1 		$10.1M Buy
31,109
+910
+3% +$279K 0.08% 253
2025
Q4 		$8.72M Buy
30,199
+297
+1% +$80.6K 0.07% 270
2025
Q3 		$7.61M Buy
29,902
+828
+3% +$225K 0.08% 247
2025
Q2 		$6.76M Buy
29,074
+1,553
+6% +$369K 0.07% 246
2025
Q1 		$6.56M Buy
+27,521
New +$7.13M 0.08% 235

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 $3.38T AUM 44.17% 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

Waverly Advisors's BURL Position: Q2 2026 in Review

Waverly Advisors reduced its Burlington (BURL) stake by 5.7% in Q2 2026, selling an estimated $571K and leaving 29,337 shares worth $9.29M. The position accounts for 0.05% of the portfolio, ranked #308.

Waverly Advisors first reported a position in BURL in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.1M in Q1 2026. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Waverly Advisors held 29,337 shares of Burlington worth $9.29M as of Q2 2026.
  • Waverly Advisors sold 1,772 Burlington shares in Q2 2026, an estimated $571K.
  • Burlington made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #308 holding.
  • Waverly Advisors first reported a position in Burlington in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's Burlington position peaked at $10.1M in Q1 2026.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.