Activest Wealth Management
BROS icon

Activest Wealth Management’s Dutch Bros BROS Stock Holding History

Activest Wealth Management’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-7
Closed -$503 – 1100
2026
Q2 		$503 Buy
+7
New +$402 ﹤0.01% 1064
2025
Q4 		– Sell
-10
Closed -$523 – 1148
2025
Q3 		$523 Buy
10
+2
+25% +$126 ﹤0.01% 959
2025
Q2 		$547 Sell
8
-5
-38% -$326 ﹤0.01% 854
2025
Q1 		$803 Buy
+13
New +$856 ﹤0.01% 793

Other funds holding BROS

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
TSG Consumer Partners
TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 26.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Activest Wealth Management's BROS Position: Q3 2026 in Review

Activest Wealth Management sold out of Dutch Bros (BROS) in Q3 2026, closing a stake of 7 shares — an estimated $503 sold.

Activest Wealth Management first reported a position in BROS in Q1 2025 and held it in 4 quarters. The position peaked at $803 in Q1 2025. 261 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Activest Wealth Management reported no remaining Dutch Bros position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 7 Dutch Bros shares in Q3 2026, an estimated $503.
  • Activest Wealth Management first reported a position in Dutch Bros in Q1 2025 and held it in 4 quarters.
  • Activest Wealth Management's Dutch Bros position peaked at $803 in Q1 2025.
  • 261 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.