Action Point Financial Planning’s Birkenstock BIRK Stock Holding History

Action Point Financial Planning’s Portfolio BIRK Stock Details BIRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25K	Buy	+30	New	+$1.21K	﹤0.01%	2412

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Action Point Financial Planning's BIRK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Birkenstock (BIRK) in Q2 2026: 30 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #2412 among its holdings.

234 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Action Point Financial Planning held 30 shares of Birkenstock worth $1.25K as of Q2 2026.
Birkenstock was a new Action Point Financial Planning position in Q2 2026.
Birkenstock made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2412 holding.
234 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.