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Concentric Capital Strategies’s Birkenstock BIRK Stock Holding History

Concentric Capital Strategies’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 		– Sell
-6,449
Closed -$231K – 323
2026
Q1 		$231K Buy
+6,449
New +$251K 0.02% 297

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William Blair Investment Management
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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

Concentric Capital Strategies's BIRK Position: Q2 2026 in Review

Concentric Capital Strategies sold out of Birkenstock (BIRK) in Q2 2026, closing a stake of 6,449 shares — an estimated $231K sold.

Concentric Capital Strategies first reported a position in BIRK in Q1 2026 and held it in 1 quarter. The position peaked at $231K in Q1 2026. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Concentric Capital Strategies reported no remaining Birkenstock position as of Q2 2026 after selling out during the quarter.
  • Concentric Capital Strategies sold 6,449 Birkenstock shares in Q2 2026, an estimated $231K.
  • Concentric Capital Strategies first reported a position in Birkenstock in Q1 2026 and held it in 1 quarter.
  • Concentric Capital Strategies's Birkenstock position peaked at $231K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Concentric Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.