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Net Worth Advisory Group’s Birkenstock BIRK Stock Holding History

Net Worth Advisory Group’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 		– Sell
-5,433
Closed -$222K – 439
2025
Q4 		$222K Sell
5,433
-127
-2% -$5.38K 0.04% 411
2025
Q3 		$252K Buy
+5,560
New +$272K 0.07% 344

Other funds holding BIRK

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

Net Worth Advisory Group's BIRK Position: Q1 2026 in Review

Net Worth Advisory Group sold out of Birkenstock (BIRK) in Q1 2026, closing a stake of 5,433 shares — an estimated $222K sold.

Net Worth Advisory Group first reported a position in BIRK in Q3 2025 and held it in 2 quarters. The position peaked at $252K in Q3 2025. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Net Worth Advisory Group reported no remaining Birkenstock position as of Q1 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 5,433 Birkenstock shares in Q1 2026, an estimated $222K.
  • Net Worth Advisory Group first reported a position in Birkenstock in Q3 2025 and held it in 2 quarters.
  • Net Worth Advisory Group's Birkenstock position peaked at $252K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Net Worth Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.