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BIRK icon

NewEdge Advisors’s Birkenstock BIRK Stock Holding History

NewEdge 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
2025
Q4 		– Sell
-598
Closed -$27.1K – 4231
2025
Q3 		$27.1K Sell
598
-250
-29% -$12.2K ﹤0.01% 3021
2025
Q2 		$41.7K Sell
848
-440
-34% -$22.6K ﹤0.01% 2720
2025
Q1 		$59.1K Buy
1,288
+488
+61% +$25.7K ﹤0.01% 2490
2024
Q4 		$45.3K Buy
+800
New +$40.6K ﹤0.01% 2550

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NewEdge Advisors's BIRK Position: Q4 2025 in Review

NewEdge Advisors sold out of Birkenstock (BIRK) in Q4 2025, closing a stake of 598 shares — an estimated $27.1K sold.

NewEdge Advisors first reported a position in BIRK in Q4 2024 and held it in 4 quarters. The position peaked at $59.1K in Q1 2025. 252 funds tracked by Wall St. Rank hold BIRK as of Q4 2025.

  • NewEdge Advisors reported no remaining Birkenstock position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 598 Birkenstock shares in Q4 2025, an estimated $27.1K.
  • NewEdge Advisors first reported a position in Birkenstock in Q4 2024 and held it in 4 quarters.
  • NewEdge Advisors's Birkenstock position peaked at $59.1K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held Birkenstock as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.