Creative Planning
BIRK icon

Creative Planning’s Birkenstock BIRK Stock Holding History

Creative Planning’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 		$712K Buy
19,877
+8,559
+76% +$334K ﹤0.01% 2744
2025
Q4 		$463K Buy
11,318
+2,479
+28% +$105K ﹤0.01% 2915
2025
Q3 		$400K Buy
8,839
+1,303
+17% +$63.8K ﹤0.01% 2922
2025
Q2 		$371K Buy
+7,536
New +$387K ﹤0.01% 2721
2025
Q1 		– Sell
-78
Closed -$4.42K – 3495
2024
Q4 		$4.42K Buy
+78
New +$3.96K ﹤0.01% 3418

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 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

Creative Planning's BIRK Position: Q1 2026 in Review

Creative Planning increased its Birkenstock (BIRK) stake by 76% in Q1 2026, buying an estimated $334K and bringing the position to 19,877 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

Creative Planning first reported a position in BIRK in Q4 2024 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Creative Planning held 19,877 shares of Birkenstock worth $712K as of Q1 2026.
  • Creative Planning bought 8,559 Birkenstock shares in Q1 2026, an estimated $334K.
  • Birkenstock made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2744 holding.
  • Creative Planning first reported a position in Birkenstock in Q4 2024 and has held it in 5 quarters since.
  • 227 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.