BLC
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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 $3.61B AUM 21.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return