Winnow Wealth’s Burlington BURL Stock Holding History

Winnow Wealth’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 Q1	–	Sell	-1	Closed	-$289	–	185
2025 Q4	$289	Hold	1	–	–	﹤0.01%	516
2025 Q3	$255	Buy	+1	New	+$272	﹤0.01%	505
2025 Q2	–	Sell	-2	Closed	-$368	–	236
2025 Q1	$368	Hold	2	–	–	﹤0.01%	548
2024 Q4	$296	Buy	+2	New	+$540	﹤0.01%	531

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Winnow Wealth's BURL Position: Q1 2026 in Review

Winnow Wealth sold out of Burlington (BURL) in Q1 2026, closing a stake of 1 share — an estimated $289 sold.

Winnow Wealth first reported a position in BURL in Q4 2024 and held it in 4 quarters. The position peaked at $368 in Q1 2025. 628 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

Winnow Wealth reported no remaining Burlington position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 1 Burlington share in Q1 2026, an estimated $289.
Winnow Wealth first reported a position in Burlington in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Burlington position peaked at $368 in Q1 2025.
628 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.