First Trust Advisors’s Birkenstock BIRK Stock Holding History

First Trust 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	$3.32M	Buy	77,190 +18,442	+31%	+$745K	﹤0.01%	1785
2026 Q1	$2.1M	Buy	58,748 +20,738	+55%	+$809K	﹤0.01%	1895
2025 Q4	$1.55M	Buy	38,010 +20,503	+117%	+$868K	﹤0.01%	1988
2025 Q3	$792K	Sell	17,507 -129	-0.7%	-$6.31K	﹤0.01%	2186
2025 Q2	$867K	Buy	+17,636	New	+$907K	﹤0.01%	2103
2024 Q3	–	Sell	-28,443	Closed	-$1.55M	–	2374
2024 Q2	$1.55M	Buy	28,443 +17,526	+161%	+$869K	﹤0.01%	1810
2024 Q1	$516K	Sell	10,917 -15,851	-59%	-$757K	﹤0.01%	2138
2023 Q4	$1.3M	Buy	+26,768	New	+$1.16M	﹤0.01%	1902

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

First Trust Advisors's BIRK Position: Q2 2026 in Review

First Trust Advisors increased its Birkenstock (BIRK) stake by 31% in Q2 2026, buying an estimated $745K and bringing the position to 77,190 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

First Trust Advisors first reported a position in BIRK in Q4 2023 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

First Trust Advisors held 77,190 shares of Birkenstock worth $3.32M as of Q2 2026.
First Trust Advisors bought 18,442 Birkenstock shares in Q2 2026, an estimated $745K.
Birkenstock made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1785 holding.
First Trust Advisors first reported a position in Birkenstock in Q4 2023 and has held it in 8 quarters since.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.