Curio Wealth’s Birkenstock BIRK Stock Holding History

Curio Wealth’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	-2	Closed	-$72	–	204
2026 Q1	$72	Buy	+2	New	+$78	﹤0.01%	1049

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

Curio Wealth's BIRK Position: Q2 2026 in Review

Curio Wealth sold out of Birkenstock (BIRK) in Q2 2026, closing a stake of 2 shares — an estimated $72 sold.

Curio Wealth first reported a position in BIRK in Q1 2026 and held it in 1 quarter. The position peaked at $72 in Q1 2026. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Curio Wealth reported no remaining Birkenstock position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 Birkenstock shares in Q2 2026, an estimated $72.
Curio Wealth first reported a position in Birkenstock in Q1 2026 and held it in 1 quarter.
Curio Wealth's Birkenstock position peaked at $72 in Q1 2026.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

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