Richardson Capital Management’s Birkenstock BIRK Stock Holding History

Richardson Capital 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	$21.5K	Hold	500	–	–	0.01%	145
2026 Q1	$17.9K	Hold	500	–	–	0.01%	154
2025 Q4	$20.4K	Hold	500	–	–	0.01%	129
2025 Q3	$22.6K	Hold	500	–	–	0.01%	130
2025 Q2	$24.6K	Hold	500	–	–	0.01%	106
2025 Q1	$22.9K	Hold	500	–	–	0.01%	110
2024 Q4	$28.3K	Hold	500	–	–	0.02%	88
2024 Q3	$24.6K	Hold	500	–	–	0.02%	92
2024 Q2	$27.2K	Hold	500	–	–	0.02%	91
2024 Q1	$23.6K	Hold	500	–	–	0.02%	93
2023 Q4	$24.4K	Buy	+500	New	+$21.6K	0.02%	76

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

Richardson Capital Management's BIRK Position: Q2 2026 in Review

Richardson Capital Management held its Birkenstock (BIRK) position steady in Q2 2026 at 500 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #145.

Richardson Capital Management first reported a position in BIRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.3K in Q4 2024. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Richardson Capital Management held 500 shares of Birkenstock worth $21.5K as of Q2 2026.
Richardson Capital Management left its Birkenstock share count unchanged in Q2 2026.
Birkenstock made up 0.01% of Richardson Capital Management's portfolio in Q2 2026, its #145 holding.
Richardson Capital Management first reported a position in Birkenstock in Q4 2023 and has held it in 11 quarters since.
Richardson Capital Management's Birkenstock position peaked at $28.3K in Q4 2024.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.