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Rothschild Investment LLC’s Birkenstock BIRK Stock Holding History

Rothschild Investment LLC’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 		$3.1K Buy
72
+25
+53% +$1.01K ﹤0.01% 2546
2026
Q1 		$1.68K Buy
47
+40
+571% +$1.56K ﹤0.01% 2631
2025
Q4 		$286 Sell
7
-3
-30% -$127 ﹤0.01% 3056
2025
Q3 		$453 Buy
+10
New +$489 ﹤0.01% 2853

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
RCW
Rheos Capital Works Tokyo, Japan $1.75B AUM 57.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rothschild Investment LLC's BIRK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Birkenstock (BIRK) stake by 53% in Q2 2026, buying an estimated $1.01K and bringing the position to 72 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Rothschild Investment LLC first reported a position in BIRK in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Rothschild Investment LLC held 72 shares of Birkenstock worth $3.1K as of Q2 2026.
  • Rothschild Investment LLC bought 25 Birkenstock shares in Q2 2026, an estimated $1.01K.
  • Birkenstock made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2546 holding.
  • Rothschild Investment LLC first reported a position in Birkenstock in Q3 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.