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Wealthspire Advisors (New York)’s Birkenstock BIRK Stock Holding History

Wealthspire Advisors (New York)’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
-172
Closed -$7.78K – 1250
2025
Q3 		$7.78K Buy
+172
New +$8.42K ﹤0.01% 2142

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 $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealthspire Advisors (New York)'s BIRK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Birkenstock (BIRK) in Q4 2025, closing a stake of 172 shares — an estimated $7.78K sold.

Wealthspire Advisors (New York) first reported a position in BIRK in Q3 2025 and held it in 1 quarter. The position peaked at $7.78K in Q3 2025. 253 funds tracked by Wall St. Rank hold BIRK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Birkenstock position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 172 Birkenstock shares in Q4 2025, an estimated $7.78K.
  • Wealthspire Advisors (New York) first reported a position in Birkenstock in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Birkenstock position peaked at $7.78K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Birkenstock as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.