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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
2026
Q3 		$4.57K Buy
+141
New +$5.29K ﹤0.01% 1373
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's BIRK Position: Q3 2026 in Review

True Wealth Design opened a new position in Birkenstock (BIRK) in Q3 2026: 141 shares worth $4.57K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings. This is a return to the name: True Wealth Design previously reported a position in BIRK as recently as Q3 2025.

True Wealth Design first reported a position in BIRK in Q1 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold BIRK as of Q3 2026.

  • True Wealth Design held 141 shares of Birkenstock worth $4.57K as of Q3 2026.
  • Birkenstock was a new True Wealth Design position in Q3 2026.
  • Birkenstock made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1373 holding.
  • True Wealth Design first reported a position in Birkenstock in Q1 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Birkenstock as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.