Arax Advisory Partners’s Birkenstock BIRK Stock Holding History

Arax Advisory Partners’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	$110K	Buy	2,550 +1,695	+198%	+$68.5K	﹤0.01%	2662
2026 Q1	$30.7K	Sell	855 -14	-2%	-$546	﹤0.01%	1885
2025 Q4	$35.5K	Sell	869 -860	-50%	-$36.4K	﹤0.01%	1795
2025 Q3	$78.2K	Buy	1,729 +931	+117%	+$45.6K	﹤0.01%	1634
2025 Q2	$39.2K	Buy	+798	New	+$41K	﹤0.01%	1352
2024 Q4	–	Sell	-1	Closed	-$50	–	2473
2024 Q3	$50	Hold	1	–	–	﹤0.01%	2587
2024 Q2	$55	Buy	+1	New	+$50	﹤0.01%	2513

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

Arax Advisory Partners's BIRK Position: Q2 2026 in Review

Arax Advisory Partners increased its Birkenstock (BIRK) stake by 198% in Q2 2026, buying an estimated $68.5K and bringing the position to 2,550 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

Arax Advisory Partners first reported a position in BIRK in Q2 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Arax Advisory Partners held 2,550 shares of Birkenstock worth $110K as of Q2 2026.
Arax Advisory Partners bought 1,695 Birkenstock shares in Q2 2026, an estimated $68.5K.
Birkenstock made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2662 holding.
Arax Advisory Partners first reported a position in Birkenstock in Q2 2024 and has held it in 7 quarters since.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.