Ameriprise’s Birkenstock BIRK Stock Holding History

Ameriprise’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	–	Sell	-34,854	Closed	-$1.25M	–	4114
2026 Q1	$1.25M	Buy	34,854 +2,424	+7%	+$94.5K	﹤0.01%	3193
2025 Q4	$1.33M	Sell	32,430 -14,011	-30%	-$593K	﹤0.01%	3208
2025 Q3	$2.1M	Buy	46,441 +22,626	+95%	+$1.11M	﹤0.01%	2982
2025 Q2	$1.17M	Buy	23,815 +3,243	+16%	+$167K	﹤0.01%	3195
2025 Q1	$943K	Buy	20,572 +3,062	+17%	+$161K	﹤0.01%	3234
2024 Q4	$992K	Sell	17,510 -2,451	-12%	-$124K	﹤0.01%	3236
2024 Q3	$984K	Sell	19,961 -22,651	-53%	-$1.23M	﹤0.01%	3229
2024 Q2	$2.32M	Buy	+42,612	New	+$2.11M	﹤0.01%	2798

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

Ameriprise's BIRK Position: Q2 2026 in Review

Ameriprise sold out of Birkenstock (BIRK) in Q2 2026, closing a stake of 34,854 shares — an estimated $1.25M sold.

Ameriprise first reported a position in BIRK in Q2 2024 and held it in 8 quarters. The position peaked at $2.32M in Q2 2024. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Ameriprise reported no remaining Birkenstock position as of Q2 2026 after selling out during the quarter.
Ameriprise sold 34,854 Birkenstock shares in Q2 2026, an estimated $1.25M.
Ameriprise first reported a position in Birkenstock in Q2 2024 and held it in 8 quarters.
Ameriprise's Birkenstock position peaked at $2.32M in Q2 2024.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.