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 Q2	$258	Sell	6 -6	-50%	-$242	﹤0.01%	1851
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

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

SHP Wealth Management's BIRK Position: Q2 2026 in Review

SHP Wealth Management reduced its Birkenstock (BIRK) stake by 50% in Q2 2026, selling an estimated $242 and leaving 6 shares worth $258. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

SHP Wealth Management first reported a position in BIRK in Q1 2026 and has held it in 2 quarters since. The position peaked at $430 in Q1 2026. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

SHP Wealth Management held 6 shares of Birkenstock worth $258 as of Q2 2026.
SHP Wealth Management sold 6 Birkenstock shares in Q2 2026, an estimated $242.
Birkenstock made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1851 holding.
SHP Wealth Management first reported a position in Birkenstock in Q1 2026 and has held it in 2 quarters since.
SHP Wealth Management's Birkenstock position peaked at $430 in Q1 2026.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.