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Cornerstone Planning Group’s Birkenstock BIRK Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-6
Closed -$241 – 1722
2025
Q3 		$241 Hold
6
– – ﹤0.01% 1599
2025
Q2 		$298 Buy
+6
New +$308 ﹤0.01% 1415
2025
Q1 		– Sell
-6
Closed -$349 – 1574
2024
Q4 		$349 Buy
+6
New +$304 ﹤0.01% 1247

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cornerstone Planning Group's BIRK Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Birkenstock (BIRK) in Q4 2025, closing a stake of 6 shares — an estimated $241 sold.

Cornerstone Planning Group first reported a position in BIRK in Q4 2024 and held it in 3 quarters. The position peaked at $349 in Q4 2024. 253 funds tracked by Wall St. Rank hold BIRK as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Birkenstock position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 6 Birkenstock shares in Q4 2025, an estimated $241.
  • Cornerstone Planning Group first reported a position in Birkenstock in Q4 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's Birkenstock position peaked at $349 in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Birkenstock as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.