Carson Wealth (CWM LLC)’s Birkenstock BIRK Stock Holding History

Carson Wealth (CWM 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
2026 Q1	$50.1K	Sell	1,398 -1,810	-56%	-$70.6K	﹤0.01%	3813
2025 Q4	$131K	Sell	3,208 -1,733	-35%	-$73.4K	﹤0.01%	2868
2025 Q3	$224K	Sell	4,941 -466	-9%	-$22.8K	﹤0.01%	2358
2025 Q2	$266K	Buy	5,407 +2,274	+73%	+$117K	﹤0.01%	1946
2025 Q1	$144K	Buy	3,133 +809	+35%	+$42.6K	﹤0.01%	2131
2024 Q4	$132K	Buy	2,324 +24	+1%	+$1.22K	﹤0.01%	2097
2024 Q3	$113K	Buy	2,300 +16	+0.7%	+$870	﹤0.01%	2127
2024 Q2	$124K	Buy	2,284 +103	+5%	+$5.11K	﹤0.01%	1841
2024 Q1	$103K	Buy	2,181 +1,705	+358%	+$81.4K	﹤0.01%	1867
2023 Q4	$23K	Buy	+476	New	+$20.6K	﹤0.01%	2677

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

Carson Wealth (CWM LLC)'s BIRK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Birkenstock (BIRK) stake by 56% in Q1 2026, selling an estimated $70.6K and leaving 1,398 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3813.

Carson Wealth (CWM LLC) first reported a position in BIRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $266K in Q2 2025. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

Carson Wealth (CWM LLC) held 1,398 shares of Birkenstock worth $50.1K as of Q1 2026.
Carson Wealth (CWM LLC) sold 1,810 Birkenstock shares in Q1 2026, an estimated $70.6K.
Birkenstock made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3813 holding.
Carson Wealth (CWM LLC) first reported a position in Birkenstock in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Birkenstock position peaked at $266K in Q2 2025.
228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.