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Essential Partners’s Birkenstock BIRK Stock Holding History

Essential 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 		$22.8K Buy
703
+564
+406% +$21.2K 0.01% 864
2026
Q2 		$5.98K Buy
139
+123
+769% +$4.97K ﹤0.01% 1465
2026
Q1 		$573 Sell
16
-253
-94% -$9.86K ﹤0.01% 2395
2025
Q4 		$11K Buy
269
+206
+327% +$8.72K ﹤0.01% 1143
2025
Q3 		$2.85K Sell
63
-84
-57% -$4.11K ﹤0.01% 1658
2025
Q2 		$7.23K Buy
+147
New +$7.56K ﹤0.01% 943

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
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 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

Essential Partners's BIRK Position: Q3 2026 in Review

Essential Partners increased its Birkenstock (BIRK) stake by 406% in Q3 2026, buying an estimated $21.2K and bringing the position to 703 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #864.

Essential Partners first reported a position in BIRK in Q2 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold BIRK as of Q3 2026.

  • Essential Partners held 703 shares of Birkenstock worth $22.8K as of Q3 2026.
  • Essential Partners bought 564 Birkenstock shares in Q3 2026, an estimated $21.2K.
  • Birkenstock made up 0.01% of Essential Partners's portfolio in Q3 2026, its #864 holding.
  • Essential Partners first reported a position in Birkenstock in Q2 2025 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Birkenstock as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.