HFM Investment Advisors’s Birkenstock BIRK Stock Holding History

HFM Investment 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	$474	Buy	11 +4	+57%	+$162	﹤0.01%	1009
2026 Q1	$251	Buy	7 +4	+133%	+$156	﹤0.01%	921
2025 Q4	$123	Hold	3	–	–	﹤0.01%	1138
2025 Q3	$136	Buy	3 +1	+50%	+$49	﹤0.01%	1096
2025 Q2	$98	Buy	+2	New	+$103	﹤0.01%	1153

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

HFM Investment Advisors's BIRK Position: Q2 2026 in Review

HFM Investment Advisors increased its Birkenstock (BIRK) stake by 57% in Q2 2026, buying an estimated $162 and bringing the position to 11 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

HFM Investment Advisors first reported a position in BIRK in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

HFM Investment Advisors held 11 shares of Birkenstock worth $474 as of Q2 2026.
HFM Investment Advisors bought 4 Birkenstock shares in Q2 2026, an estimated $162.
Birkenstock made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1009 holding.
HFM Investment Advisors first reported a position in Birkenstock in Q2 2025 and has held it in 5 quarters since.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.