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WealthTrak Capital Management’s Burlington BURL Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-2
Closed -$466 – 194
2025
Q2 		$466 Buy
2
+1
+100% +$238 ﹤0.01% 668
2025
Q1 		$239 Sell
1
-1
-50% -$259 ﹤0.01% 821
2024
Q4 		$571 Buy
+2
New +$540 ﹤0.01% 546

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

WealthTrak Capital Management's BURL Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Burlington (BURL) in Q3 2025, closing a stake of 2 shares — an estimated $466 sold.

WealthTrak Capital Management first reported a position in BURL in Q4 2024 and held it in 3 quarters. The position peaked at $571 in Q4 2024. 538 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Burlington position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 2 Burlington shares in Q3 2025, an estimated $466.
  • WealthTrak Capital Management first reported a position in Burlington in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Burlington position peaked at $571 in Q4 2024.
  • 538 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.