Wellington-Altus USA
BURL icon

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
Q3 		$45.2K Hold
169
– – 0.02% 364
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

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Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 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

Wellington-Altus USA's BURL Position: Q3 2026 in Review

Wellington-Altus USA held its Burlington (BURL) position steady in Q3 2026 at 169 shares worth $45.2K. The position accounts for 0.02% of the portfolio, ranked #364.

Wellington-Altus USA first reported a position in BURL in Q4 2025 and has held it in 4 quarters since. The position peaked at $55K in Q2 2026. 396 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Wellington-Altus USA held 169 shares of Burlington worth $45.2K as of Q3 2026.
  • Wellington-Altus USA left its Burlington share count unchanged in Q3 2026.
  • Burlington made up 0.02% of Wellington-Altus USA's portfolio in Q3 2026, its #364 holding.
  • Wellington-Altus USA first reported a position in Burlington in Q4 2025 and has held it in 4 quarters since.
  • Wellington-Altus USA's Burlington position peaked at $55K in Q2 2026.
  • 396 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Wellington-Altus USA's 13F filing for Q3 2026, filed 12 Nov 2026.