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Stone House Investment Management’s Birkenstock BIRK Stock Holding History

Stone House Investment 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 		$287 Buy
8
+1
+14% +$39 ﹤0.01% 903
2025
Q4 		$286 Buy
+7
New +$296 ﹤0.01% 763

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

Stone House Investment Management's BIRK Position: Q1 2026 in Review

Stone House Investment Management increased its Birkenstock (BIRK) stake by 14% in Q1 2026, buying an estimated $39 and bringing the position to 8 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Stone House Investment Management first reported a position in BIRK in Q4 2025 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Stone House Investment Management held 8 shares of Birkenstock worth $287 as of Q1 2026.
  • Stone House Investment Management bought 1 Birkenstock share in Q1 2026, an estimated $39.
  • Birkenstock made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #903 holding.
  • Stone House Investment Management first reported a position in Birkenstock in Q4 2025 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.