Pinnacle Wealth Planning Services’s Birkenstock BIRK Stock Holding History

Pinnacle Wealth Planning Services’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	$387	Hold	9	–	–	﹤0.01%	2670
2026 Q1	$322	Buy	9 +3	+50%	+$117	﹤0.01%	2651
2025 Q4	$245	Buy	+6	New	+$254	﹤0.01%	2702

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

Pinnacle Wealth Planning Services's BIRK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Birkenstock (BIRK) position steady in Q2 2026 at 9 shares worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Pinnacle Wealth Planning Services first reported a position in BIRK in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Pinnacle Wealth Planning Services held 9 shares of Birkenstock worth $387 as of Q2 2026.
Pinnacle Wealth Planning Services left its Birkenstock share count unchanged in Q2 2026.
Birkenstock made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2670 holding.
Pinnacle Wealth Planning Services first reported a position in Birkenstock in Q4 2025 and has held it in 3 quarters since.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.