First Trust Advisors
BIRK icon

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
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 $3.61B AUM 21.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return