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Hemington Wealth Management’s Birkenstock BIRK Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$1K Buy
34
+12
+55% +$587 ﹤0.01% 1403
2025
Q2 		$1K Buy
+22
New +$1.13K ﹤0.01% 1385

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hemington Wealth Management's BIRK Position: Q3 2025 in Review

Hemington Wealth Management increased its Birkenstock (BIRK) stake by 55% in Q3 2025, buying an estimated $587 and bringing the position to 34 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Hemington Wealth Management first reported a position in BIRK in Q2 2025 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold BIRK as of Q3 2025.

  • Hemington Wealth Management held 34 shares of Birkenstock worth $1K as of Q3 2025.
  • Hemington Wealth Management bought 12 Birkenstock shares in Q3 2025, an estimated $587.
  • Birkenstock made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1403 holding.
  • Hemington Wealth Management first reported a position in Birkenstock in Q2 2025 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held Birkenstock as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.