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Concorde Asset Management’s Birkenstock BIRK Stock Holding History

Concorde Asset Management’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 		$263K Sell
7,330
-6,144
-46% -$240K 0.13% 162
2025
Q4 		$551K Buy
13,474
+6,194
+85% +$262K 0.22% 102
2025
Q3 		$331K Buy
+7,280
New +$356K 0.14% 138
2025
Q1 		$326K Buy
+6,778
New +$357K 0.18% 101

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 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 $666B AUM 30.12% 1-Year Est. Return

Concorde Asset Management's BIRK Position: Q1 2026 in Review

Concorde Asset Management reduced its Birkenstock (BIRK) stake by 46% in Q1 2026, selling an estimated $240K and leaving 7,330 shares worth $263K. The position accounts for 0.13% of the portfolio, ranked #162.

Concorde Asset Management first reported a position in BIRK in Q1 2025 and has held it in 4 quarters since. The position peaked at $551K in Q4 2025. 227 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Concorde Asset Management held 7,330 shares of Birkenstock worth $263K as of Q1 2026.
  • Concorde Asset Management sold 6,144 Birkenstock shares in Q1 2026, an estimated $240K.
  • Birkenstock made up 0.13% of Concorde Asset Management's portfolio in Q1 2026, its #162 holding.
  • Concorde Asset Management first reported a position in Birkenstock in Q1 2025 and has held it in 4 quarters since.
  • Concorde Asset Management's Birkenstock position peaked at $551K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.