UBS AM’s Birkenstock BIRK Stock Holding History

UBS AM’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 Q2	$4.39K	Sell	102 -488,552	-100%	-$19.7M	﹤0.01%	3418
2026 Q1	$17.5M	Buy	488,654 +461,816	+1,721%	+$18M	﹤0.01%	935
2025 Q4	$1.1M	Buy	+26,838	New	+$1.14M	﹤0.01%	2111
2025 Q3	–	Sell	-72,638	Closed	-$3.57M	–	2324
2025 Q2	$3.57M	Buy	72,638 +100	+0.1%	+$5.14K	﹤0.01%	1872
2025 Q1	$3.33M	Hold	72,538	–	–	﹤0.01%	1767
2024 Q4	$4.11M	Buy	72,538 +45,700	+170%	+$2.32M	﹤0.01%	1707
2024 Q3	$1.32M	Buy	+26,838	New	+$1.46M	﹤0.01%	2249

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM's BIRK Position: Q2 2026 in Review

UBS AM reduced its Birkenstock (BIRK) stake by 100% in Q2 2026, selling an estimated $19.7M and leaving 102 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3418.

UBS AM first reported a position in BIRK in Q3 2024 and has held it in 7 quarters since. The position peaked at $17.5M in Q1 2026. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

UBS AM held 102 shares of Birkenstock worth $4.39K as of Q2 2026.
UBS AM sold 488,552 Birkenstock shares in Q2 2026, an estimated $19.7M.
Birkenstock made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3418 holding.
UBS AM first reported a position in Birkenstock in Q3 2024 and has held it in 7 quarters since.
UBS AM's Birkenstock position peaked at $17.5M in Q1 2026.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.