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Bell Investment Advisors’s Dutch Bros BROS Stock Holding History

Bell Investment Advisors’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 		– Sell
-8
Closed -$494 – 1896
2025
Q1 		$494 Buy
+8
New +$527 ﹤0.01% 1756
2023
Q2 		– Sell
-15
Closed -$475 – 1927
2023
Q1 		$475 Buy
+15
New +$508 ﹤0.01% 1852

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

Bell Investment Advisors's BROS Position: Q2 2025 in Review

Bell Investment Advisors sold out of Dutch Bros (BROS) in Q2 2025, closing a stake of 8 shares — an estimated $494 sold.

Bell Investment Advisors first reported a position in BROS in Q1 2023 and held it in 2 quarters. The position peaked at $494 in Q1 2025. 492 funds tracked by Wall St. Rank hold BROS as of Q2 2025.

  • Bell Investment Advisors reported no remaining Dutch Bros position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 8 Dutch Bros shares in Q2 2025, an estimated $494.
  • Bell Investment Advisors first reported a position in Dutch Bros in Q1 2023 and held it in 2 quarters.
  • Bell Investment Advisors's Dutch Bros position peaked at $494 in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.