AIM
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Aigen Investment Management’s Dutch Bros BROS Stock Holding History

Aigen Investment 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
Q2 		– Sell
-13,407
Closed -$679K – 560
2026
Q1 		$679K Buy
+13,407
New +$733K 0.17% 158
2025
Q4 		– Sell
-49,660
Closed -$2.6M – 619
2025
Q3 		$2.6M Buy
49,660
+9,401
+23% +$594K 0.4% 42
2025
Q2 		$2.75M Sell
40,259
-4,378
-10% -$286K 0.38% 51
2025
Q1 		$2.76M Buy
44,637
+20,364
+84% +$1.34M 0.44% 42
2024
Q4 		$1.27M Sell
24,273
-27,780
-53% -$1.23M 0.22% 126
2024
Q3 		$1.67M Buy
52,053
+2,347
+5% +$82.7K 0.33% 66
2024
Q2 		$2.06M Buy
+49,706
New +$1.71M 0.4% 54
2024
Q1 		– Sell
-37,539
Closed -$1.19M – 691
2023
Q4 		$1.19M Buy
+37,539
New +$1.02M 0.21% 126
2023
Q3 		– Sell
-9,802
Closed -$279K – 840
2023
Q2 		$279K Sell
9,802
-25,615
-72% -$760K 0.04% 516
2023
Q1 		$1.12M Buy
35,417
+28,005
+378% +$948K 0.15% 165
2022
Q4 		$209K Sell
7,412
-1,987
-21% -$65.7K 0.03% 447
2022
Q3 		$293K Buy
+9,399
New +$354K 0.04% 411

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aigen Investment Management's BROS Position: Q2 2026 in Review

Aigen Investment Management sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 13,407 shares — an estimated $679K sold.

Aigen Investment Management first reported a position in BROS in Q3 2022 and held it in 12 quarters. The position peaked at $2.76M in Q1 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Aigen Investment Management reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
  • Aigen Investment Management sold 13,407 Dutch Bros shares in Q2 2026, an estimated $679K.
  • Aigen Investment Management first reported a position in Dutch Bros in Q3 2022 and held it in 12 quarters.
  • Aigen Investment Management's Dutch Bros position peaked at $2.76M in Q1 2025.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.