Physician Wealth Advisors’s Birkenstock BIRK Stock Holding History

Physician Wealth 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
2026 Q2	$388	Sell	9 -4	-31%	-$162	﹤0.01%	2250
2026 Q1	$466	Buy	+13	New	+$507	﹤0.01%	1949

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Physician Wealth Advisors's BIRK Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Birkenstock (BIRK) stake by 31% in Q2 2026, selling an estimated $162 and leaving 9 shares worth $388. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Physician Wealth Advisors first reported a position in BIRK in Q1 2026 and has held it in 2 quarters since. The position peaked at $466 in Q1 2026. 236 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Physician Wealth Advisors held 9 shares of Birkenstock worth $388 as of Q2 2026.
Physician Wealth Advisors sold 4 Birkenstock shares in Q2 2026, an estimated $162.
Birkenstock made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2250 holding.
Physician Wealth Advisors first reported a position in Birkenstock in Q1 2026 and has held it in 2 quarters since.
Physician Wealth Advisors's Birkenstock position peaked at $466 in Q1 2026.
236 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.