TWD
BIRK icon

True Wealth Design’s Birkenstock BIRK Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-6
Closed -$272 – 2588
2025
Q3 		$272 Sell
6
-28
-82% -$1.37K ﹤0.01% 2223
2025
Q2 		$1.67K Buy
34
+15
+79% +$771 ﹤0.01% 1252
2025
Q1 		$872 Buy
+19
New +$1K ﹤0.01% 1316

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 $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

True Wealth Design's BIRK Position: Q4 2025 in Review

True Wealth Design sold out of Birkenstock (BIRK) in Q4 2025, closing a stake of 6 shares — an estimated $272 sold.

True Wealth Design first reported a position in BIRK in Q1 2025 and held it in 3 quarters. The position peaked at $1.67K in Q2 2025. 253 funds tracked by Wall St. Rank hold BIRK as of Q4 2025.

  • True Wealth Design reported no remaining Birkenstock position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 6 Birkenstock shares in Q4 2025, an estimated $272.
  • True Wealth Design first reported a position in Birkenstock in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Birkenstock position peaked at $1.67K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Birkenstock as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.