Root Financial Partners’s Birkenstock BIRK Stock Holding History

Root Financial Partners’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	-211	Closed	-$7.56K	–	751
2026 Q1	$7.56K	Buy	211 +41	+24%	+$1.6K	﹤0.01%	1792
2025 Q4	$6.95K	Buy	170 +11	+7%	+$466	﹤0.01%	1651
2025 Q3	$7.2K	Buy	+159	New	+$7.78K	﹤0.01%	1580

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

Root Financial Partners's BIRK Position: Q2 2026 in Review

Root Financial Partners sold out of Birkenstock (BIRK) in Q2 2026, closing a stake of 211 shares — an estimated $7.56K sold.

Root Financial Partners first reported a position in BIRK in Q3 2025 and held it in 3 quarters. The position peaked at $7.56K in Q1 2026. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Root Financial Partners reported no remaining Birkenstock position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 211 Birkenstock shares in Q2 2026, an estimated $7.56K.
Root Financial Partners first reported a position in Birkenstock in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Birkenstock position peaked at $7.56K in Q1 2026.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.