MV Capital Management’s Birkenstock BIRK Stock Holding History

MV Capital 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
2026 Q1	$36	Buy	+1	New	+$39	﹤0.01%	1187
2025 Q4	–	Sell	-8	Closed	-$362	–	1189
2025 Q3	$362	Hold	8	–	–	﹤0.01%	895
2025 Q2	$394	Buy	8 +1	+14%	+$51	﹤0.01%	881
2025 Q1	$321	Buy	7 +6	+600%	+$316	﹤0.01%	870
2024 Q4	$57	Buy	+1	New	+$51	﹤0.01%	999
2024 Q3	–	Sell	-1	Closed	-$55	–	1058
2024 Q2	$55	Buy	+1	New	+$50	﹤0.01%	956

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 $298B AUM 21.96% 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

MV Capital Management's BIRK Position: Q1 2026 in Review

MV Capital Management opened a new position in Birkenstock (BIRK) in Q1 2026: 1 share worth $36. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings. This is a return to the name: MV Capital Management previously reported a position in BIRK as recently as Q3 2025.

MV Capital Management first reported a position in BIRK in Q2 2024 and has held it in 6 quarters since. The position peaked at $394 in Q2 2025. 227 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

MV Capital Management held 1 share of Birkenstock worth $36 as of Q1 2026.
Birkenstock was a new MV Capital Management position in Q1 2026.
Birkenstock made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #1187 holding.
MV Capital Management first reported a position in Birkenstock in Q2 2024 and has held it in 6 quarters since.
MV Capital Management's Birkenstock position peaked at $394 in Q2 2025.
227 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.