AW
BROS icon

Avion Wealth’s Dutch Bros BROS Stock Holding History

Avion Wealth’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 		$1K Buy
+16
New +$918 ﹤0.01% 1193
2025
Q2 		– Sell
-100
Closed -$5K – 1198
2025
Q1 		$5K Hold
100
– – ﹤0.01% 528
2024
Q4 		$5K Hold
100
– – ﹤0.01% 527
2024
Q3 		$3K Hold
100
– – ﹤0.01% 599
2024
Q2 		$4K Hold
100
– – ﹤0.01% 491
2024
Q1 		$4K Hold
100
– – ﹤0.01% 492
2023
Q4 		$3K Hold
100
– – ﹤0.01% 469
2023
Q3 		$2K Hold
100
– – ﹤0.01% 458
2023
Q2 		$2K Hold
100
– – ﹤0.01% 459
2023
Q1 		$2K Hold
100
– – ﹤0.01% 369
2022
Q4 		$3K Hold
100
– – ﹤0.01% 351
2022
Q3 		$3K Hold
100
– – ﹤0.01% 363
2022
Q2 		$3K Buy
+100
New +$4.1K ﹤0.01% 361

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

Avion Wealth's BROS Position: Q2 2026 in Review

Avion Wealth opened a new position in Dutch Bros (BROS) in Q2 2026: 16 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1193 among its holdings. This is a return to the name: Avion Wealth previously reported a position in BROS as recently as Q1 2025.

Avion Wealth first reported a position in BROS in Q2 2022 and has held it in 13 quarters since. The position peaked at $5K in Q1 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Avion Wealth held 16 shares of Dutch Bros worth $1K as of Q2 2026.
  • Dutch Bros was a new Avion Wealth position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1193 holding.
  • Avion Wealth first reported a position in Dutch Bros in Q2 2022 and has held it in 13 quarters since.
  • Avion Wealth's Dutch Bros position peaked at $5K in Q1 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.