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MJT & Associates Financial Advisory’s Birkenstock BIRK Stock Holding History

MJT & Associates Financial Advisory’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
-14
Closed -$573 – 450
2025
Q4 		$573 Hold
14
– – ﹤0.01% 419
2025
Q3 		$634 Buy
+14
New +$685 ﹤0.01% 430

Other funds holding BIRK

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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

MJT & Associates Financial Advisory's BIRK Position: Q1 2026 in Review

MJT & Associates Financial Advisory sold out of Birkenstock (BIRK) in Q1 2026, closing a stake of 14 shares — an estimated $573 sold.

MJT & Associates Financial Advisory first reported a position in BIRK in Q3 2025 and held it in 2 quarters. The position peaked at $634 in Q3 2025. 227 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • MJT & Associates Financial Advisory reported no remaining Birkenstock position as of Q1 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 14 Birkenstock shares in Q1 2026, an estimated $573.
  • MJT & Associates Financial Advisory first reported a position in Birkenstock in Q3 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's Birkenstock position peaked at $634 in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q1 2026, filed 2 Apr 2026.