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Avantax Advisory Services’s Dutch Bros BROS Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.9M Sell
27,796
-13,677
-33% -$892K 0.01% 823
2025
Q1 		$2.56M Sell
41,473
-294
-0.7% -$19.4K 0.02% 643
2024
Q4 		$2.19M Buy
41,767
+3,134
+8% +$138K 0.01% 672
2024
Q3 		$1.24M Buy
+38,633
New +$1.36M 0.01% 921

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Avantax Advisory Services's BROS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Dutch Bros (BROS) stake by 33% in Q2 2025, selling an estimated $892K and leaving 27,796 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #823.

Avantax Advisory Services first reported a position in BROS in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.56M in Q1 2025. 492 funds tracked by Wall St. Rank hold BROS as of Q2 2025.

  • Avantax Advisory Services held 27,796 shares of Dutch Bros worth $1.9M as of Q2 2025.
  • Avantax Advisory Services sold 13,677 Dutch Bros shares in Q2 2025, an estimated $892K.
  • Dutch Bros made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #823 holding.
  • Avantax Advisory Services first reported a position in Dutch Bros in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's Dutch Bros position peaked at $2.56M in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.