SHP Wealth Management’s Birkenstock BIRK Stock Holding History

SHP Wealth 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 Q1	$430	Buy	+12	New	+$468	﹤0.01%	1650

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's BIRK Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Birkenstock (BIRK) in Q1 2026: 12 shares worth $430. The stake represents ﹤0.01% of the portfolio and ranks #1650 among its holdings.

228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

SHP Wealth Management held 12 shares of Birkenstock worth $430 as of Q1 2026.
Birkenstock was a new SHP Wealth Management position in Q1 2026.
Birkenstock made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1650 holding.
228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.