Wealth High Governance Capital’s Birkenstock BIRK Stock Holding History

Wealth High Governance Capital’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	-180,000	Closed	-$8.14M	–	50
2025 Q3	$8.14M	Sell	180,000 -99,001	-35%	-$4.84M	2.34%	16
2025 Q2	$13.7M	Buy	279,001 +254,201	+1,025%	+$13.1M	4.26%	9
2025 Q1	$1.14M	Sell	24,800 -223,941	-90%	-$11.8M	0.74%	23
2024 Q4	$14.1M	Buy	248,741 +98,741	+66%	+$5.01M	5.05%	2
2024 Q3	$7.39M	Buy	+150,000	New	+$8.16M	2.6%	18

Other funds holding BIRK

CMC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth High Governance Capital's BIRK Position: Q4 2025 in Review

Wealth High Governance Capital sold out of Birkenstock (BIRK) in Q4 2025, closing a stake of 180,000 shares — an estimated $8.14M sold.

Wealth High Governance Capital first reported a position in BIRK in Q3 2024 and held it in 5 quarters. The position peaked at $14.1M in Q4 2024. 253 funds tracked by Wall St. Rank hold BIRK as of Q4 2025.

Wealth High Governance Capital reported no remaining Birkenstock position as of Q4 2025 after selling out during the quarter.
Wealth High Governance Capital sold 180,000 Birkenstock shares in Q4 2025, an estimated $8.14M.
Wealth High Governance Capital first reported a position in Birkenstock in Q3 2024 and held it in 5 quarters.
Wealth High Governance Capital's Birkenstock position peaked at $14.1M in Q4 2024.
253 funds tracked by Wall St. Rank held Birkenstock as of Q4 2025.

Based on Wealth High Governance Capital's 13F filing for Q4 2025, filed 30 Jan 2026.