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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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Savvy Advisors Inc's BIRK Position: Q1 2026 in Review

Savvy Advisors Inc increased its Birkenstock (BIRK) stake by 0.68% in Q1 2026, buying an estimated $4.83K and bringing the position to 18,322 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #575.

Savvy Advisors Inc first reported a position in BIRK in Q4 2025 and has held it in 2 quarters since. The position peaked at $744K in Q4 2025. 227 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Savvy Advisors Inc held 18,322 shares of Birkenstock worth $656K as of Q1 2026.
  • Savvy Advisors Inc bought 124 Birkenstock shares in Q1 2026, an estimated $4.83K.
  • Birkenstock made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #575 holding.
  • Savvy Advisors Inc first reported a position in Birkenstock in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Birkenstock position peaked at $744K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.