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Clearstead Advisors’s Birkenstock BIRK Stock Holding History

Clearstead Advisors’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 		$10.8K Buy
+251
New +$10.1K ﹤0.01% 1956
2026
Q1 		– Sell
-3,411
Closed -$140K – 2325
2025
Q4 		$140K Buy
3,411
+2,177
+176% +$92.2K ﹤0.01% 1022
2025
Q3 		$55.8K Buy
1,234
+173
+16% +$8.47K ﹤0.01% 1247
2025
Q2 		$52.2K Buy
+1,061
New +$54.5K ﹤0.01% 1278

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

Clearstead Advisors's BIRK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Birkenstock (BIRK) in Q2 2026: 251 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1956 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BIRK as recently as Q4 2025.

Clearstead Advisors first reported a position in BIRK in Q2 2025 and has held it in 4 quarters since. The position peaked at $140K in Q4 2025. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Clearstead Advisors held 251 shares of Birkenstock worth $10.8K as of Q2 2026.
  • Birkenstock was a new Clearstead Advisors position in Q2 2026.
  • Birkenstock made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1956 holding.
  • Clearstead Advisors first reported a position in Birkenstock in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Birkenstock position peaked at $140K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.