OF
BIRK icon

Optimize Financial’s Birkenstock BIRK Stock Holding History

Optimize Financial’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
-12,024
Closed -$492K – 319
2025
Q4 		$492K Buy
12,024
+172
+1% +$7.28K 0.25% 136
2025
Q3 		$536K Buy
+11,852
New +$580K 0.28% 101

Other funds holding BIRK

CMC
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

Optimize Financial's BIRK Position: Q1 2026 in Review

Optimize Financial sold out of Birkenstock (BIRK) in Q1 2026, closing a stake of 12,024 shares — an estimated $492K sold.

Optimize Financial first reported a position in BIRK in Q3 2025 and held it in 2 quarters. The position peaked at $536K in Q3 2025. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Optimize Financial reported no remaining Birkenstock position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 12,024 Birkenstock shares in Q1 2026, an estimated $492K.
  • Optimize Financial first reported a position in Birkenstock in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Birkenstock position peaked at $536K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.