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Summit Trail Advisors’s Birkenstock BIRK Stock Holding History

Summit Trail Advisors’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 		$482K Buy
13,443
+4,538
+51% +$177K 0.01% 1178
2025
Q4 		$364K Buy
8,905
+982
+12% +$41.6K 0.01% 1173
2025
Q3 		$359K Buy
7,923
+2,136
+37% +$105K 0.01% 1162
2025
Q2 		$285K Buy
+5,787
New +$297K ﹤0.01% 942

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 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

Summit Trail Advisors's BIRK Position: Q1 2026 in Review

Summit Trail Advisors increased its Birkenstock (BIRK) stake by 51% in Q1 2026, buying an estimated $177K and bringing the position to 13,443 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #1178.

Summit Trail Advisors first reported a position in BIRK in Q2 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Summit Trail Advisors held 13,443 shares of Birkenstock worth $482K as of Q1 2026.
  • Summit Trail Advisors bought 4,538 Birkenstock shares in Q1 2026, an estimated $177K.
  • Birkenstock made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1178 holding.
  • Summit Trail Advisors first reported a position in Birkenstock in Q2 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.