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 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

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MassMutual Private Wealth & Trust's BIRK Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of Birkenstock (BIRK) in Q1 2026, closing a stake of 24 shares — an estimated $982 sold.

MassMutual Private Wealth & Trust first reported a position in BIRK in Q1 2024 and held it in 6 quarters. The position peaked at $10.4K in Q1 2025. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining Birkenstock position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 24 Birkenstock shares in Q1 2026, an estimated $982.
MassMutual Private Wealth & Trust first reported a position in Birkenstock in Q1 2024 and held it in 6 quarters.
MassMutual Private Wealth & Trust's Birkenstock position peaked at $10.4K in Q1 2025.
228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.