Global Retirement Partners’s Birkenstock BIRK Stock Holding History

Global Retirement 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 Q2	$4K	Buy	+93	New	+$3.76K	﹤0.01%	3765
2025 Q4	$19.6K	Sell	480 -36	-7%	-$1.52K	﹤0.01%	2879
2025 Q3	$23.3K	Sell	516 -105	-17%	-$5.14K	﹤0.01%	2327
2025 Q2	$30.5K	Buy	+621	New	+$31.9K	﹤0.01%	2052
2024 Q4	$850	Buy	15 +12	+400%	+$609	﹤0.01%	3306
2024 Q3	$148	Buy	+3	New	+$163	﹤0.01%	3393

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

Global Retirement Partners's BIRK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Birkenstock (BIRK) in Q2 2026: 93 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #3765 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BIRK as recently as Q4 2025.

Global Retirement Partners first reported a position in BIRK in Q3 2024 and has held it in 6 quarters since. The position peaked at $30.5K in Q2 2025. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Global Retirement Partners held 93 shares of Birkenstock worth $4K as of Q2 2026.
Birkenstock was a new Global Retirement Partners position in Q2 2026.
Birkenstock made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3765 holding.
Global Retirement Partners first reported a position in Birkenstock in Q3 2024 and has held it in 6 quarters since.
Global Retirement Partners's Birkenstock position peaked at $30.5K in Q2 2025.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.