Wealth Enhancement Advisory Services
BIRK icon

Wealth Enhancement Advisory Services’s Birkenstock BIRK Stock Holding History

Wealth Enhancement Advisory Services’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 		$394K Buy
+11,900
New +$447K ﹤0.01% 3069
2026
Q1 		– Sell
-5,174
Closed -$221K – 3602
2025
Q4 		$221K Buy
5,174
+348
+7% +$14.7K ﹤0.01% 3189
2025
Q3 		$213K Sell
4,826
-1,721
-26% -$84.2K ﹤0.01% 3080
2025
Q2 		$320K Buy
+6,547
New +$337K ﹤0.01% 2589

Other funds holding BIRK

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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Wealth Enhancement Advisory Services's BIRK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Birkenstock (BIRK) in Q3 2026: 11,900 shares worth $394K. The stake represents ﹤0.01% of the portfolio and ranks #3069 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in BIRK as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in BIRK in Q2 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold BIRK as of Q3 2026.

  • Wealth Enhancement Advisory Services held 11,900 shares of Birkenstock worth $394K as of Q3 2026.
  • Birkenstock was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Birkenstock made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3069 holding.
  • Wealth Enhancement Advisory Services first reported a position in Birkenstock in Q2 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Birkenstock as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.