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Philadelphia Trust Company’s Birkenstock BIRK Stock Holding History

Philadelphia Trust Company’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 		$1.79M Hold
50,000
– – 0.13% 88
2025
Q4 		$2.04M Buy
+50,000
New +$2.12M 0.14% 83

Other funds holding BIRK

CMC
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T. Rowe Price Investment Management
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Philadelphia Trust Company's BIRK Position: Q1 2026 in Review

Philadelphia Trust Company held its Birkenstock (BIRK) position steady in Q1 2026 at 50,000 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #88.

Philadelphia Trust Company first reported a position in BIRK in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.04M in Q4 2025. 227 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Philadelphia Trust Company held 50,000 shares of Birkenstock worth $1.79M as of Q1 2026.
  • Philadelphia Trust Company left its Birkenstock share count unchanged in Q1 2026.
  • Birkenstock made up 0.13% of Philadelphia Trust Company's portfolio in Q1 2026, its #88 holding.
  • Philadelphia Trust Company first reported a position in Birkenstock in Q4 2025 and has held it in 2 quarters since.
  • Philadelphia Trust Company's Birkenstock position peaked at $2.04M in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Philadelphia Trust Company's 13F filing for Q1 2026, filed 13 May 2026.