Wealth Enhancement Advisory Services
BURL icon

Wealth Enhancement Advisory Services’s Burlington BURL Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$2.31M Sell
8,338
-18,956
-69% -$5.88M ﹤0.01% 1570
2026
Q2 		$8.24M Sell
27,294
-944
-3% -$304K 0.01% 764
2026
Q1 		$8.4M Buy
28,238
+19,661
+229% +$6.02M 0.02% 665
2025
Q4 		$2.67M Buy
8,577
+3,346
+64% +$908K ﹤0.01% 1353
2025
Q3 		$1.36M Buy
5,231
+217
+4% +$58.9K ﹤0.01% 1674
2025
Q2 		$1.24M Sell
5,014
-467
-9% -$111K ﹤0.01% 1626
2025
Q1 		$1.31M Sell
5,481
-644
-11% -$167K ﹤0.01% 1470
2024
Q4 		$1.75M Sell
6,125
-607
-9% -$164K ﹤0.01% 1249
2024
Q3 		$1.77M Buy
6,732
+3,421
+103% +$885K ﹤0.01% 1118
2024
Q2 		$795K Buy
3,311
+789
+31% +$162K ﹤0.01% 1383
2024
Q1 		$586K Buy
2,522
+1,434
+132% +$293K ﹤0.01% 1485
2023
Q4 		$212K Buy
+1,088
New +$162K ﹤0.01% 2061
2020
Q2 		– Sell
-7,059
Closed -$1.32M – 218
2020
Q1 		$1.32M Buy
+7,059
New +$1.49M 0.05% 143
2018
Q4 		– Sell
-6,298
Closed -$1.02M – 168
2018
Q3 		$1.02M Buy
+6,298
New +$1M 0.06% 113
2018
Q1 		– Sell
-12,717
Closed -$1.6M – 147
2017
Q4 		$1.6M Buy
+12,717
New +$1.29M 0.11% 87
2017
Q2 		– Sell
-14,880
Closed -$1.44M – 144
2017
Q1 		$1.44M Buy
+14,880
New +$1.32M 0.15% 70

Other funds holding BURL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's BURL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Burlington (BURL) stake by 69% in Q3 2026, selling an estimated $5.88M and leaving 8,338 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Wealth Enhancement Advisory Services first reported a position in BURL in Q1 2017 and has held it in 16 quarters since. The position peaked at $8.4M in Q1 2026. 322 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 8,338 shares of Burlington worth $2.31M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 18,956 Burlington shares in Q3 2026, an estimated $5.88M.
  • Burlington made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1570 holding.
  • Wealth Enhancement Advisory Services first reported a position in Burlington in Q1 2017 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Burlington position peaked at $8.4M in Q1 2026.
  • 322 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.