Brown, Lisle/Cummings’s Birkenstock BIRK Stock Holding History

Brown, Lisle/Cummings’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 Q1	$10.7K	Hold	300	–	–	﹤0.01%	563
2025 Q4	$12.3K	Hold	300	–	–	﹤0.01%	480
2025 Q3	$13.6K	Hold	300	–	–	﹤0.01%	468
2025 Q2	$14.8K	Hold	300	–	–	﹤0.01%	457
2025 Q1	$13.8K	Hold	300	–	–	﹤0.01%	455
2024 Q4	$17K	Hold	300	–	–	0.01%	434
2024 Q3	$14.8K	Hold	300	–	–	﹤0.01%	424
2024 Q2	$16.3K	Hold	300	–	–	0.01%	400
2024 Q1	$14.2K	Hold	300	–	–	﹤0.01%	403
2023 Q4	$14.6K	Buy	+300	New	+$13K	0.01%	393

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brown, Lisle/Cummings's BIRK Position: Q1 2026 in Review

Brown, Lisle/Cummings held its Birkenstock (BIRK) position steady in Q1 2026 at 300 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Brown, Lisle/Cummings first reported a position in BIRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $17K in Q4 2024. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

Brown, Lisle/Cummings held 300 shares of Birkenstock worth $10.7K as of Q1 2026.
Brown, Lisle/Cummings left its Birkenstock share count unchanged in Q1 2026.
Birkenstock made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #563 holding.
Brown, Lisle/Cummings first reported a position in Birkenstock in Q4 2023 and has held it in 10 quarters since.
Brown, Lisle/Cummings's Birkenstock position peaked at $17K in Q4 2024.
228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.