Covestor’s Birkenstock BIRK Stock Holding History

Covestor’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	$93K	Sell	2,152 -217	-9%	-$8.77K	0.05%	394
2026 Q1	$85K	Sell	2,369 -1,702	-42%	-$66.4K	0.06%	368
2025 Q4	$167K	Buy	4,071 +1,177	+41%	+$49.8K	0.09%	290
2025 Q3	$131K	Buy	2,894 +2,678	+1,240%	+$131K	0.07%	412
2025 Q2	$11K	Hold	216	–	–	0.01%	1515
2025 Q1	$10K	Sell	216 -6	-3%	-$316	0.01%	1475
2024 Q4	$13K	Buy	222 +2	+0.9%	+$101	0.01%	1369
2024 Q3	$11K	Sell	220 -3	-1%	-$163	0.01%	1476
2024 Q2	$12K	Buy	223 +10	+5%	+$496	0.01%	1393
2024 Q1	$10K	Buy	+213	New	+$10.2K	0.01%	1568

Other funds holding BIRK

CMC

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Covestor's BIRK Position: Q2 2026 in Review

Covestor reduced its Birkenstock (BIRK) stake by 9.2% in Q2 2026, selling an estimated $8.77K and leaving 2,152 shares worth $93K. The position accounts for 0.05% of the portfolio, ranked #394.

Covestor first reported a position in BIRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $167K in Q4 2025. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Covestor held 2,152 shares of Birkenstock worth $93K as of Q2 2026.
Covestor sold 217 Birkenstock shares in Q2 2026, an estimated $8.77K.
Birkenstock made up 0.05% of Covestor's portfolio in Q2 2026, its #394 holding.
Covestor first reported a position in Birkenstock in Q1 2024 and has held it in 10 quarters since.
Covestor's Birkenstock position peaked at $167K in Q4 2025.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.