AdvisorShares Investments’s Dutch Bros BROS Stock Holding History

AdvisorShares Investments’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 Q1	$60.9K	Sell	1,202 -1,962	-62%	-$107K	0.01%	265
2025 Q4	$194K	Buy	3,164 +212	+7%	+$12K	0.03%	228
2025 Q3	$155K	Buy	2,952 +800	+37%	+$50.6K	0.03%	233
2025 Q2	$147K	Hold	2,152	–	–	0.03%	233
2025 Q1	$132K	Sell	2,152 -2,500	-54%	-$165K	0.03%	238
2024 Q4	$244K	Buy	4,652 +594	+15%	+$26.2K	0.05%	215
2024 Q3	$130K	Sell	4,058 -152	-4%	-$5.36K	0.02%	244
2024 Q2	$176K	Hold	4,210	–	–	0.03%	230
2024 Q1	$139K	Sell	4,210 -390	-8%	-$11.5K	0.02%	249
2023 Q4	$146K	Buy	+4,600	New	+$125K	0.03%	242
2023 Q3	–	Sell	-1,883	Closed	-$53.6K	–	247
2023 Q2	$53.6K	Sell	1,883 -1,879	-50%	-$55.7K	0.02%	244
2023 Q1	$119K	Buy	3,762 +500	+15%	+$16.9K	0.04%	215
2022 Q4	$92K	Sell	3,262 -786	-19%	-$26K	0.03%	250
2022 Q3	$126K	Sell	4,048 -5,000	-55%	-$188K	0.03%	248
2022 Q2	$286K	Buy	9,048 +4,248	+89%	+$174K	0.08%	120
2022 Q1	$265K	Buy	+4,800	New	+$245K	0.04%	151

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AdvisorShares Investments's BROS Position: Q1 2026 in Review

AdvisorShares Investments reduced its Dutch Bros (BROS) stake by 62% in Q1 2026, selling an estimated $107K and leaving 1,202 shares worth $60.9K. The position accounts for 0.01% of the portfolio, ranked #265.

AdvisorShares Investments first reported a position in BROS in Q1 2022 and has held it in 16 quarters since. The position peaked at $286K in Q2 2022. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

AdvisorShares Investments held 1,202 shares of Dutch Bros worth $60.9K as of Q1 2026.
AdvisorShares Investments sold 1,962 Dutch Bros shares in Q1 2026, an estimated $107K.
Dutch Bros made up 0.01% of AdvisorShares Investments's portfolio in Q1 2026, its #265 holding.
AdvisorShares Investments first reported a position in Dutch Bros in Q1 2022 and has held it in 16 quarters since.
AdvisorShares Investments's Dutch Bros position peaked at $286K in Q2 2022.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.