MassMutual Private Wealth & Trust’s Birkenstock BIRK Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$713	Buy	+22	New	+$826	﹤0.01%	2157
2026 Q1	–	Sell	-24	Closed	-$982	–	2401
2025 Q4	$982	Sell	24 -63	-72%	-$2.67K	﹤0.01%	2148
2025 Q3	$3.94K	Sell	87 -39	-31%	-$1.91K	﹤0.01%	1768
2025 Q2	$6.2K	Sell	126 -100	-44%	-$5.14K	﹤0.01%	1550
2025 Q1	$10.4K	Buy	226 +126	+126%	+$6.64K	﹤0.01%	1296
2024 Q4	$5.67K	Buy	+100	New	+$5.07K	﹤0.01%	1479
2024 Q2	–	Sell	-19	Closed	-$898	–	2140
2024 Q1	$898	Buy	+19	New	+$907	﹤0.01%	1730

Other funds holding BIRK

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's BIRK Position: Q3 2026 in Review

MassMutual Private Wealth & Trust opened a new position in Birkenstock (BIRK) in Q3 2026: 22 shares worth $713. The stake represents ﹤0.01% of the portfolio and ranks #2157 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in BIRK as recently as Q4 2025.

MassMutual Private Wealth & Trust first reported a position in BIRK in Q1 2024 and has held it in 7 quarters since. The position peaked at $10.4K in Q1 2025. 11 funds tracked by Wall St. Rank hold BIRK as of Q3 2026.

MassMutual Private Wealth & Trust held 22 shares of Birkenstock worth $713 as of Q3 2026.
Birkenstock was a new MassMutual Private Wealth & Trust position in Q3 2026.
Birkenstock made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2157 holding.
MassMutual Private Wealth & Trust first reported a position in Birkenstock in Q1 2024 and has held it in 7 quarters since.
MassMutual Private Wealth & Trust's Birkenstock position peaked at $10.4K in Q1 2025.
11 funds tracked by Wall St. Rank held Birkenstock as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.