Wealth Alliance’s Burlington BURL Stock Holding History

Wealth Alliance’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	$244K	Buy	771 +39	+5%	+$12.6K	0.02%	503
2026 Q1	$238K	Buy	+732	New	+$224K	0.02%	489
2022 Q1	–	Sell	-709	Closed	-$207K	–	447
2021 Q4	$207K	Sell	709 -64	-8%	-$18K	0.04%	423
2021 Q3	$219K	Buy	773 +9	+1%	+$2.88K	0.05%	386
2021 Q2	$246K	Sell	764 -16	-2%	-$5.09K	0.06%	368
2021 Q1	$233K	Buy	780 +6	+0.8%	+$1.63K	0.07%	347
2020 Q4	$202K	Buy	+774	New	+$172K	0.06%	368
2020 Q3	–	Sell	-1,181	Closed	-$233K	–	318
2020 Q2	$233K	Buy	+1,181	New	+$222K	0.09%	262

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Alliance's BURL Position: Q2 2026 in Review

Wealth Alliance increased its Burlington (BURL) stake by 5.3% in Q2 2026, buying an estimated $12.6K and bringing the position to 771 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #503.

Wealth Alliance first reported a position in BURL in Q2 2020 and has held it in 8 quarters since. The position peaked at $246K in Q2 2021. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Wealth Alliance held 771 shares of Burlington worth $244K as of Q2 2026.
Wealth Alliance bought 39 Burlington shares in Q2 2026, an estimated $12.6K.
Burlington made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #503 holding.
Wealth Alliance first reported a position in Burlington in Q2 2020 and has held it in 8 quarters since.
Wealth Alliance's Burlington position peaked at $246K in Q2 2021.
654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.