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Elevation Wealth Partners’s Birkenstock BIRK Stock Holding History

Elevation Wealth Partners’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
Q3 		$3.5K Buy
+108
New +$4.05K ﹤0.01% 1162

Other funds holding BIRK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's BIRK Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Birkenstock (BIRK) in Q3 2026: 108 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings.

13 funds tracked by Wall St. Rank hold BIRK as of Q3 2026.

  • Elevation Wealth Partners held 108 shares of Birkenstock worth $3.5K as of Q3 2026.
  • Birkenstock was a new Elevation Wealth Partners position in Q3 2026.
  • Birkenstock made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1162 holding.
  • 13 funds tracked by Wall St. Rank held Birkenstock as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.