Advocacy Wealth Management Services’s Birkenstock BIRK Stock Holding History

Advocacy Wealth Management Services’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	$1.23M	Sell	28,609 -44	-0.2%	-$1.78K	0.04%	92
2026 Q1	$1.03M	Buy	28,653 +5,703	+25%	+$222K	0.05%	94
2025 Q4	$939K	Buy	22,950 +10,495	+84%	+$444K	0.04%	105
2025 Q3	$564K	Buy	+12,455	New	+$609K	0.02%	117

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

Advocacy Wealth Management Services's BIRK Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Birkenstock (BIRK) stake by 0.15% in Q2 2026, selling an estimated $1.78K and leaving 28,609 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #92.

Advocacy Wealth Management Services first reported a position in BIRK in Q3 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Advocacy Wealth Management Services held 28,609 shares of Birkenstock worth $1.23M as of Q2 2026.
Advocacy Wealth Management Services sold 44 Birkenstock shares in Q2 2026, an estimated $1.78K.
Birkenstock made up 0.04% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #92 holding.
Advocacy Wealth Management Services first reported a position in Birkenstock in Q3 2025 and has held it in 4 quarters since.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.