Morgan Stanley
BIRK icon

Morgan Stanley’s Birkenstock BIRK Stock Holding History

Morgan Stanley’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
Q2 		$92.5M Sell
2,149,317
-354,946
-14% -$14.3M ﹤0.01% 1638
2026
Q1 		$89.7M Sell
2,504,263
-293,456
-10% -$11.4M 0.01% 1534
2025
Q4 		$114M Buy
2,797,719
+562,188
+25% +$23.8M 0.01% 1336
2025
Q3 		$101M Buy
2,235,531
+585,882
+36% +$28.7M 0.01% 1400
2025
Q2 		$81.1M Buy
1,649,649
+147,756
+10% +$7.59M 0.01% 1502
2025
Q1 		$68.9M Sell
1,501,893
-235,410
-14% -$12.4M ﹤0.01% 1529
2024
Q4 		$98.4M Sell
1,737,303
-169,993
-9% -$8.63M 0.01% 1258
2024
Q3 		$94M Sell
1,907,296
-788,628
-29% -$42.9M 0.01% 1292
2024
Q2 		$147M Buy
2,695,924
+347,549
+15% +$17.2M 0.01% 941
2024
Q1 		$111M Buy
2,348,375
+303
+0% +$14.5K 0.01% 1118
2023
Q4 		$114M Buy
+2,348,072
New +$102M 0.01% 1071

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Morgan Stanley's BIRK Position: Q2 2026 in Review

Morgan Stanley reduced its Birkenstock (BIRK) stake by 14% in Q2 2026, selling an estimated $14.3M and leaving 2,149,317 shares worth $92.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Morgan Stanley first reported a position in BIRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $147M in Q2 2024. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Morgan Stanley held 2,149,317 shares of Birkenstock worth $92.5M as of Q2 2026.
  • Morgan Stanley sold 354,946 Birkenstock shares in Q2 2026, an estimated $14.3M.
  • Birkenstock made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1638 holding.
  • Morgan Stanley first reported a position in Birkenstock in Q4 2023 and has held it in 11 quarters since.
  • Morgan Stanley's Birkenstock position peaked at $147M in Q2 2024.
  • 235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.