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 Q2	$216	Buy	5 +4	+400%	+$162	﹤0.01%	1141
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

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

MV Capital Management's BIRK Position: Q2 2026 in Review

MV Capital Management increased its Birkenstock (BIRK) stake by 400% in Q2 2026, buying an estimated $162 and bringing the position to 5 shares worth $216. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

MV Capital Management first reported a position in BIRK in Q2 2024 and has held it in 7 quarters since. The position peaked at $394 in Q2 2025. 236 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

MV Capital Management held 5 shares of Birkenstock worth $216 as of Q2 2026.
MV Capital Management bought 4 Birkenstock shares in Q2 2026, an estimated $162.
Birkenstock made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1141 holding.
MV Capital Management first reported a position in Birkenstock in Q2 2024 and has held it in 7 quarters since.
MV Capital Management's Birkenstock position peaked at $394 in Q2 2025.
236 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.