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
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

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

Wealth Enhancement Advisory Services's BURL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Burlington (BURL) stake by 3.3% in Q2 2026, selling an estimated $304K and leaving 27,294 shares worth $8.24M. The position accounts for 0.01% of the portfolio, ranked #764.

Wealth Enhancement Advisory Services first reported a position in BURL in Q1 2017 and has held it in 15 quarters since. The position peaked at $8.4M in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,294 shares of Burlington worth $8.24M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 944 Burlington shares in Q2 2026, an estimated $304K.
  • Burlington made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #764 holding.
  • Wealth Enhancement Advisory Services first reported a position in Burlington in Q1 2017 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Burlington position peaked at $8.4M in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.