Cerity Partners
BIRK icon

Cerity Partners’s Birkenstock BIRK Stock Holding History

Cerity Partners’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 		$1.5M Buy
34,909
+7,612
+28% +$308K ﹤0.01% 1748
2026
Q1 		$978K Buy
+27,297
New +$1.06M ﹤0.01% 1875

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Dimensional Fund Advisors
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's BIRK Position: Q2 2026 in Review

Cerity Partners increased its Birkenstock (BIRK) stake by 28% in Q2 2026, buying an estimated $308K and bringing the position to 34,909 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Cerity Partners first reported a position in BIRK in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Cerity Partners held 34,909 shares of Birkenstock worth $1.5M as of Q2 2026.
  • Cerity Partners bought 7,612 Birkenstock shares in Q2 2026, an estimated $308K.
  • Birkenstock made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1748 holding.
  • Cerity Partners first reported a position in Birkenstock in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.