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Whipplewood Advisors’s Burlington BURL Stock Holding History

Whipplewood Advisors’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 		$1.9K Sell
6
-14
-70% -$4.51K ﹤0.01% 432
2026
Q1 		$6.51K Buy
+20
New +$6.13K ﹤0.01% 564
2025
Q3 		– Sell
-53
Closed -$12.3K – 415
2025
Q2 		$12.3K Sell
53
-10
-16% -$2.38K 0.01% 530
2025
Q1 		$4.29K Buy
63
+27
+75% +$7K ﹤0.01% 730
2024
Q4 		$10.3K Buy
+36
New +$9.73K 0.01% 550

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

Whipplewood Advisors's BURL Position: Q2 2026 in Review

Whipplewood Advisors reduced its Burlington (BURL) stake by 70% in Q2 2026, selling an estimated $4.51K and leaving 6 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Whipplewood Advisors first reported a position in BURL in Q4 2024 and has held it in 5 quarters since. The position peaked at $12.3K in Q2 2025. 650 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Whipplewood Advisors held 6 shares of Burlington worth $1.9K as of Q2 2026.
  • Whipplewood Advisors sold 14 Burlington shares in Q2 2026, an estimated $4.51K.
  • Burlington made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #432 holding.
  • Whipplewood Advisors first reported a position in Burlington in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Burlington position peaked at $12.3K in Q2 2025.
  • 650 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.