AWM
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Avior Wealth Management’s Dutch Bros BROS Stock Holding History

Avior Wealth 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 		$610K Hold
8,499
– – 0.02% 467
2026
Q1 		$431K Buy
8,499
+1,097
+15% +$60K 0.01% 570
2025
Q4 		$453K Buy
+7,402
New +$421K 0.01% 487
2025
Q1 		– Sell
-1,213
Closed -$63.5K – 946
2024
Q4 		$63.5K Sell
1,213
-70
-5% -$3.09K ﹤0.01% 1071
2024
Q3 		$41.1K Hold
1,283
– – ﹤0.01% 1192
2024
Q2 		$53.1K Hold
1,283
– – ﹤0.01% 1067
2024
Q1 		$42.3K Hold
1,283
– – ﹤0.01% 1290
2023
Q4 		$40.6K Buy
1,283
+1,208
+1,611% +$32.9K ﹤0.01% 769
2023
Q3 		$1.74K Hold
75
– – ﹤0.01% 1395
2023
Q2 		$2.13K Buy
+75
New +$2.23K ﹤0.01% 1346
2022
Q2 		– Sell
-400
Closed -$22K – 1071
2022
Q1 		$22K Buy
+400
New +$20.4K ﹤0.01% 692

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

Avior Wealth Management's BROS Position: Q2 2026 in Review

Avior Wealth Management held its Dutch Bros (BROS) position steady in Q2 2026 at 8,499 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #467.

Avior Wealth Management first reported a position in BROS in Q1 2022 and has held it in 11 quarters since. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Avior Wealth Management held 8,499 shares of Dutch Bros worth $610K as of Q2 2026.
  • Avior Wealth Management left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #467 holding.
  • Avior Wealth Management first reported a position in Dutch Bros in Q1 2022 and has held it in 11 quarters since.
  • 556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.