AWA
BIRK icon

Arkadios Wealth Advisors’s Birkenstock BIRK Stock Holding History

Arkadios Wealth 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
2026
Q2 		– Sell
-10,388
Closed -$372K – 1775
2026
Q1 		$372K Buy
+10,388
New +$405K 0.01% 1248

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arkadios Wealth Advisors's BIRK Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Birkenstock (BIRK) in Q2 2026, closing a stake of 10,388 shares — an estimated $372K sold.

Arkadios Wealth Advisors first reported a position in BIRK in Q1 2026 and held it in 1 quarter. The position peaked at $372K in Q1 2026. 236 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining Birkenstock position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 10,388 Birkenstock shares in Q2 2026, an estimated $372K.
  • Arkadios Wealth Advisors first reported a position in Birkenstock in Q1 2026 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Birkenstock position peaked at $372K in Q1 2026.
  • 236 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.