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TD Private Client Wealth’s Birkenstock BIRK Stock Holding History

TD Private Client Wealth’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 		$1K Hold
28
– – ﹤0.01% 1389
2025
Q4 		$1.15K Hold
28
– – ﹤0.01% 1349
2025
Q3 		$1.27K Hold
28
– – ﹤0.01% 1305
2025
Q2 		$1.38K Hold
28
– – ﹤0.01% 1265
2025
Q1 		$1.28K Hold
28
– – ﹤0.01% 1261
2024
Q4 		$1.59K Sell
28
-14
-33% -$710 ﹤0.01% 1213
2024
Q3 		$2.07K Hold
42
– – ﹤0.01% 1180
2024
Q2 		$2.29K Buy
42
+6
+17% +$297 ﹤0.01% 1129
2024
Q1 		$1.7K Buy
+36
New +$1.72K ﹤0.01% 1142

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 $564B AUM 30.12% 1-Year Est. Return