SAI
BIRK icon

Savvy Advisors Inc’s Birkenstock BIRK Stock Holding History

Savvy Advisors Inc’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 		$784K Sell
18,221
-101
-0.6% -$4.08K 0.02% 612
2026
Q1 		$656K Buy
18,322
+124
+0.7% +$4.83K 0.02% 575
2025
Q4 		$744K Buy
+18,198
New +$771K 0.02% 441

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Savvy Advisors Inc's BIRK Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Birkenstock (BIRK) stake by 0.55% in Q2 2026, selling an estimated $4.08K and leaving 18,221 shares worth $784K. The position accounts for 0.02% of the portfolio, ranked #612.

Savvy Advisors Inc 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.

  • Savvy Advisors Inc held 18,221 shares of Birkenstock worth $784K as of Q2 2026.
  • Savvy Advisors Inc sold 101 Birkenstock shares in Q2 2026, an estimated $4.08K.
  • Birkenstock made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #612 holding.
  • Savvy Advisors Inc 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 Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.