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Morse Asset Management’s Birkenstock BIRK Stock Holding History

Morse Asset 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
2025
Q4 		– Sell
-625
Closed -$28.3K – 399
2025
Q3 		$28.3K Buy
+625
New +$30.6K 0.01% 223
2024
Q3 		– Sell
-9,015
Closed -$491K – 343
2024
Q2 		$491K Buy
+9,015
New +$447K 0.12% 114

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 $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morse Asset Management's BIRK Position: Q4 2025 in Review

Morse Asset Management sold out of Birkenstock (BIRK) in Q4 2025, closing a stake of 625 shares — an estimated $28.3K sold.

Morse Asset Management first reported a position in BIRK in Q2 2024 and held it in 2 quarters. The position peaked at $491K in Q2 2024. 253 funds tracked by Wall St. Rank hold BIRK as of Q4 2025.

  • Morse Asset Management reported no remaining Birkenstock position as of Q4 2025 after selling out during the quarter.
  • Morse Asset Management sold 625 Birkenstock shares in Q4 2025, an estimated $28.3K.
  • Morse Asset Management first reported a position in Birkenstock in Q2 2024 and held it in 2 quarters.
  • Morse Asset Management's Birkenstock position peaked at $491K in Q2 2024.
  • 253 funds tracked by Wall St. Rank held Birkenstock as of Q4 2025.

Based on Morse Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.