MSA Advisors’s Birkenstock BIRK Stock Holding History

MSA Advisors’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	–	Sell	-4,100	Closed	-$147K	–	44
2026 Q1	$147K	Hold	4,100	–	–	0.04%	42
2025 Q4	$168K	Hold	4,100	–	–	0.04%	28
2025 Q3	$186K	Hold	4,100	–	–	0.05%	29
2025 Q2	$202K	Buy	+4,100	New	+$211K	0.05%	26
2025 Q1	–	Sell	-4,100	Closed	-$232K	–	31
2024 Q4	$232K	Hold	4,100	–	–	0.06%	27
2024 Q3	$202K	Hold	4,100	–	–	0.05%	27
2024 Q2	$223K	Buy	+4,100	New	+$203K	0.06%	25

Other funds holding BIRK

CMC

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSA Advisors's BIRK Position: Q2 2026 in Review

MSA Advisors sold out of Birkenstock (BIRK) in Q2 2026, closing a stake of 4,100 shares — an estimated $147K sold.

MSA Advisors first reported a position in BIRK in Q2 2024 and held it in 7 quarters. The position peaked at $232K in Q4 2024. 236 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

MSA Advisors reported no remaining Birkenstock position as of Q2 2026 after selling out during the quarter.
MSA Advisors sold 4,100 Birkenstock shares in Q2 2026, an estimated $147K.
MSA Advisors first reported a position in Birkenstock in Q2 2024 and held it in 7 quarters.
MSA Advisors's Birkenstock position peaked at $232K in Q4 2024.
236 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on MSA Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.