Integrated Wealth Concepts’s Birkenstock BIRK Stock Holding History

Integrated Wealth Concepts’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	$34.3K	Buy	+797	New	+$32.2K	﹤0.01%	3676

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

Integrated Wealth Concepts's BIRK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Birkenstock (BIRK) in Q2 2026: 797 shares worth $34.3K. The stake represents ﹤0.01% of the portfolio and ranks #3676 among its holdings.

235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Integrated Wealth Concepts held 797 shares of Birkenstock worth $34.3K as of Q2 2026.
Birkenstock was a new Integrated Wealth Concepts position in Q2 2026.
Birkenstock made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3676 holding.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.