Raffa Wealth Management’s Birkenstock BIRK Stock Holding History

Raffa Wealth Management’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	$1.59K	Hold	37	–	–	﹤0.01%	897
2026 Q1	$1.33K	Hold	37	–	–	﹤0.01%	871
2025 Q4	$1.51K	Hold	37	–	–	﹤0.01%	815
2025 Q3	$1.67K	Hold	37	–	–	﹤0.01%	757
2025 Q2	$1.82K	Hold	37	–	–	﹤0.01%	711
2025 Q1	$1.7K	Sell	37 -14	-27%	-$737	﹤0.01%	679
2024 Q4	$2.89K	Sell	51 -55	-52%	-$2.79K	﹤0.01%	578
2024 Q3	$5.22K	Hold	106	–	–	﹤0.01%	408
2024 Q2	$5.77K	Buy	106 +26	+33%	+$1.29K	﹤0.01%	523
2024 Q1	$3.78K	Buy	+80	New	+$3.82K	﹤0.01%	557

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

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

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Raffa Wealth Management's BIRK Position: Q2 2026 in Review

Raffa Wealth Management held its Birkenstock (BIRK) position steady in Q2 2026 at 37 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Raffa Wealth Management first reported a position in BIRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.77K in Q2 2024. 223 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Raffa Wealth Management held 37 shares of Birkenstock worth $1.59K as of Q2 2026.
Raffa Wealth Management left its Birkenstock share count unchanged in Q2 2026.
Birkenstock made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #897 holding.
Raffa Wealth Management first reported a position in Birkenstock in Q1 2024 and has held it in 10 quarters since.
Raffa Wealth Management's Birkenstock position peaked at $5.77K in Q2 2024.
223 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.