Lido Advisors’s Birkenstock BIRK Stock Holding History

Lido 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 Q1	–	Sell	-8,844	Closed	-$378K	–	1963
2025 Q4	$378K	Buy	+8,844	New	+$375K	﹤0.01%	1444

Other funds holding BIRK

Catterton Management Company Greenwich, Connecticut $2.38B AUM 28.36% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors's BIRK Position: Q1 2026 in Review

Lido Advisors sold out of Birkenstock (BIRK) in Q1 2026, closing a stake of 8,844 shares — an estimated $378K sold.

Lido Advisors first reported a position in BIRK in Q4 2025 and held it in 1 quarter. The position peaked at $378K in Q4 2025. 229 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

Lido Advisors reported no remaining Birkenstock position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 8,844 Birkenstock shares in Q1 2026, an estimated $378K.
Lido Advisors first reported a position in Birkenstock in Q4 2025 and held it in 1 quarter.
Lido Advisors's Birkenstock position peaked at $378K in Q4 2025.
229 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.