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IFP Advisors’s Birkenstock BIRK Stock Holding History

IFP 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 		$172 Sell
4
-6
-60% -$242 ﹤0.01% 4875
2026
Q1 		$358 Sell
10
-11
-52% -$429 ﹤0.01% 4502
2025
Q4 		$859 Buy
21
+11
+110% +$466 ﹤0.01% 4117
2025
Q3 		$452 Buy
+10
New +$489 ﹤0.01% 4202
2025
Q2 		– Hold
0
– – – 4095
2025
Q1 		– Hold
0
– – – 3629
2024
Q4 		– Hold
0
– – – 3670
2024
Q2 		– Sell
-26
Closed -$1.23K – 3239
2024
Q1 		$1.23K Buy
+26
New +$1.24K ﹤0.01% 2808

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors's BIRK Position: Q2 2026 in Review

IFP Advisors reduced its Birkenstock (BIRK) stake by 60% in Q2 2026, selling an estimated $242 and leaving 4 shares worth $172. The position accounts for ﹤0.01% of the portfolio, ranked #4875.

IFP Advisors first reported a position in BIRK in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.23K in Q1 2024. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • IFP Advisors held 4 shares of Birkenstock worth $172 as of Q2 2026.
  • IFP Advisors sold 6 Birkenstock shares in Q2 2026, an estimated $242.
  • Birkenstock made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4875 holding.
  • IFP Advisors first reported a position in Birkenstock in Q1 2024 and has held it in 5 quarters since.
  • IFP Advisors's Birkenstock position peaked at $1.23K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.