Steward Partners Investment Advisory’s Birkenstock BIRK Stock Holding History

Steward Partners Investment Advisory’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	$25.1K	Hold	701	–	–	﹤0.01%	3123
2025 Q4	$28.7K	Buy	701 +30	+4%	+$1.27K	﹤0.01%	2971
2025 Q3	$30.4K	Buy	671 +250	+59%	+$12.2K	﹤0.01%	2887
2025 Q2	$20.7K	Hold	421	–	–	﹤0.01%	2910
2025 Q1	$19.3K	Hold	421	–	–	﹤0.01%	2820
2024 Q4	$23.9K	Hold	421	–	–	﹤0.01%	2695
2024 Q3	$20.8K	Hold	421	–	–	﹤0.01%	2649
2024 Q2	$22.9K	Hold	421	–	–	﹤0.01%	2464
2024 Q1	$19.9K	Sell	421 -120	-22%	-$5.73K	﹤0.01%	2531
2023 Q4	$26.4K	Buy	+541	New	+$23.4K	﹤0.01%	2266

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 $298B AUM 21.96% 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

Steward Partners Investment Advisory's BIRK Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Birkenstock (BIRK) position steady in Q1 2026 at 701 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3123.

Steward Partners Investment Advisory first reported a position in BIRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $30.4K in Q3 2025. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

Steward Partners Investment Advisory held 701 shares of Birkenstock worth $25.1K as of Q1 2026.
Steward Partners Investment Advisory left its Birkenstock share count unchanged in Q1 2026.
Birkenstock made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3123 holding.
Steward Partners Investment Advisory first reported a position in Birkenstock in Q4 2023 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Birkenstock position peaked at $30.4K in Q3 2025.
228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.