Wellington-Altus USA’s Burlington BURL Stock Holding History

Wellington-Altus USA’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	$55K	Hold	169	–	–	0.04%	288
2026 Q1	$53.5K	Buy	169 +25	+17%	+$7.66K	0.03%	328
2025 Q4	$41.6K	Buy	+144	New	+$39.1K	0.03%	330

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

Wellington-Altus USA's BURL Position: Q2 2026 in Review

Wellington-Altus USA held its Burlington (BURL) position steady in Q2 2026 at 169 shares worth $55K. The position accounts for 0.04% of the portfolio, ranked #288.

Wellington-Altus USA first reported a position in BURL in Q4 2025 and has held it in 3 quarters since. 655 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Wellington-Altus USA held 169 shares of Burlington worth $55K as of Q2 2026.
Wellington-Altus USA left its Burlington share count unchanged in Q2 2026.
Burlington made up 0.04% of Wellington-Altus USA's portfolio in Q2 2026, its #288 holding.
Wellington-Altus USA first reported a position in Burlington in Q4 2025 and has held it in 3 quarters since.
655 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.