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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
Q2 		– Sell
-50,000
Closed -$1.79M – 272
2026
Q1 		$1.79M Hold
50,000
– – 0.13% 88
2025
Q4 		$2.04M Buy
+50,000
New +$2.12M 0.14% 83

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Dimensional Fund Advisors
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Massachusetts Financial Services
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William Blair Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Philadelphia Trust Company's BIRK Position: Q2 2026 in Review

Philadelphia Trust Company sold out of Birkenstock (BIRK) in Q2 2026, closing a stake of 50,000 shares — an estimated $1.79M sold.

Philadelphia Trust Company first reported a position in BIRK in Q4 2025 and held it in 2 quarters. The position peaked at $2.04M in Q4 2025. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Philadelphia Trust Company reported no remaining Birkenstock position as of Q2 2026 after selling out during the quarter.
  • Philadelphia Trust Company sold 50,000 Birkenstock shares in Q2 2026, an estimated $1.79M.
  • Philadelphia Trust Company first reported a position in Birkenstock in Q4 2025 and held it in 2 quarters.
  • Philadelphia Trust Company's Birkenstock position peaked at $2.04M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Philadelphia Trust Company's 13F filing for Q2 2026, filed 10 Aug 2026.