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MAI Capital Management’s Birkenstock BIRK Stock Holding History

MAI Capital 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
2026
Q1 		– Hold
0
– – – 3677
2025
Q4 		– Hold
0
– – – 3186
2025
Q3 		– Hold
0
– – – 3057
2025
Q2 		– Hold
0
– – – 3049
2025
Q1 		– Hold
0
– – – 2674
2024
Q4 		– Hold
0
– – – 2716

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MAI Capital Management's BIRK Position: Q1 2026 in Review

MAI Capital Management increased its Birkenstock (BIRK) stake by 46,200% in Q1 2026, buying an estimated $18K and bringing the position to 463 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2899.

MAI Capital Management first reported a position in BIRK in Q2 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • MAI Capital Management held 463 shares of Birkenstock worth $16.6K as of Q1 2026.
  • MAI Capital Management bought 462 Birkenstock shares in Q1 2026, an estimated $18K.
  • Birkenstock made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2899 holding.
  • MAI Capital Management first reported a position in Birkenstock in Q2 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.