Aventura Private Wealth’s Birkenstock BIRK Stock Holding History

Aventura Private Wealth’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	$2.63K	Buy	+61	New	+$2.46K	﹤0.01%	787

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

Aventura Private Wealth's BIRK Position: Q2 2026 in Review

Aventura Private Wealth opened a new position in Birkenstock (BIRK) in Q2 2026: 61 shares worth $2.63K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings.

235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Aventura Private Wealth held 61 shares of Birkenstock worth $2.63K as of Q2 2026.
Birkenstock was a new Aventura Private Wealth position in Q2 2026.
Birkenstock made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #787 holding.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.