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Annis Gardner Whiting Capital Advisors’s Birkenstock BIRK Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q3 		– Sell
-137
Closed -$6.74K – 1218
2025
Q2 		$6.74K Buy
+137
New +$7.04K ﹤0.01% 804

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BIRK Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Birkenstock (BIRK) in Q3 2025, closing a stake of 137 shares — an estimated $6.74K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BIRK in Q2 2025 and held it in 1 quarter. The position peaked at $6.74K in Q2 2025. 257 funds tracked by Wall St. Rank hold BIRK as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Birkenstock position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 137 Birkenstock shares in Q3 2025, an estimated $6.74K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Birkenstock in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Birkenstock position peaked at $6.74K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held Birkenstock as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.