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EverSource Wealth Advisors’s Birkenstock BIRK Stock Holding History

EverSource Wealth Advisors’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 		$31K Sell
721
-47
-6% -$1.9K ﹤0.01% 2121
2026
Q1 		$27.5K Buy
768
+428
+126% +$16.7K ﹤0.01% 2296
2025
Q4 		$13.9K Buy
340
+119
+54% +$5.04K ﹤0.01% 2619
2025
Q3 		$10K Sell
221
-39
-15% -$1.91K ﹤0.01% 2822
2025
Q2 		$12.8K Buy
260
+109
+72% +$5.6K ﹤0.01% 2642
2025
Q1 		$6.92K Buy
+151
New +$7.95K ﹤0.01% 2331

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
WCM
Washington Capital Management Seattle, Washington $152M AUM 30.99% 1-Year Est. Return

EverSource Wealth Advisors's BIRK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Birkenstock (BIRK) stake by 6.1% in Q2 2026, selling an estimated $1.9K and leaving 721 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

EverSource Wealth Advisors first reported a position in BIRK in Q1 2025 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • EverSource Wealth Advisors held 721 shares of Birkenstock worth $31K as of Q2 2026.
  • EverSource Wealth Advisors sold 47 Birkenstock shares in Q2 2026, an estimated $1.9K.
  • Birkenstock made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2121 holding.
  • EverSource Wealth Advisors first reported a position in Birkenstock in Q1 2025 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.