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Arax Advisory Partners’s Dutch Bros BROS Stock Holding History

Arax Advisory Partners’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 		$18.9K Sell
373
-8,287
-96% -$453K ﹤0.01% 2126
2025
Q4 		$530K Buy
8,660
+482
+6% +$27.4K 0.02% 570
2025
Q3 		$428K Buy
8,178
+8,166
+68,050% +$516K 0.01% 968
2025
Q2 		$821 Hold
12
– – ﹤0.01% 2845
2025
Q1 		$741 Buy
+12
New +$790 ﹤0.01% 2418
2022
Q3 		– Sell
-50
Closed -$2K – 1212
2022
Q2 		$2K Buy
50
+25
+100% +$1.02K ﹤0.01% 931
2022
Q1 		$1K Buy
+25
New +$1.28K ﹤0.01% 1002

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Arax Advisory Partners's BROS Position: Q1 2026 in Review

Arax Advisory Partners reduced its Dutch Bros (BROS) stake by 96% in Q1 2026, selling an estimated $453K and leaving 373 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Arax Advisory Partners first reported a position in BROS in Q1 2022 and has held it in 7 quarters since. The position peaked at $530K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Arax Advisory Partners held 373 shares of Dutch Bros worth $18.9K as of Q1 2026.
  • Arax Advisory Partners sold 8,287 Dutch Bros shares in Q1 2026, an estimated $453K.
  • Dutch Bros made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2126 holding.
  • Arax Advisory Partners first reported a position in Dutch Bros in Q1 2022 and has held it in 7 quarters since.
  • Arax Advisory Partners's Dutch Bros position peaked at $530K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.