Bogart Wealth LLC’s Birkenstock BIRK Stock Holding History

Bogart Wealth LLC’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	-11	Closed	-$541	–	1543
2025 Q2	$541	Buy	+11	New	+$565	﹤0.01%	1325

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bogart Wealth LLC's BIRK Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Birkenstock (BIRK) in Q3 2025, closing a stake of 11 shares — an estimated $541 sold.

Bogart Wealth LLC first reported a position in BIRK in Q2 2025 and held it in 1 quarter. The position peaked at $541 in Q2 2025. 257 funds tracked by Wall St. Rank hold BIRK as of Q3 2025.

Bogart Wealth LLC reported no remaining Birkenstock position as of Q3 2025 after selling out during the quarter.
Bogart Wealth LLC sold 11 Birkenstock shares in Q3 2025, an estimated $541.
Bogart Wealth LLC first reported a position in Birkenstock in Q2 2025 and held it in 1 quarter.
Bogart Wealth LLC's Birkenstock position peaked at $541 in Q2 2025.
257 funds tracked by Wall St. Rank held Birkenstock as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.