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Bogart Wealth LLC’s Dutch Bros BROS Stock Holding History

Bogart Wealth LLC’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 		$8.98K Buy
125
+13
+12% +$746 ﹤0.01% 1033
2026
Q1 		$5.67K Buy
112
+50
+81% +$2.73K ﹤0.01% 1031
2025
Q4 		$3.8K Buy
62
+12
+24% +$682 ﹤0.01% 1058
2025
Q3 		$2.62K Buy
50
+40
+400% +$2.53K ﹤0.01% 1097
2025
Q2 		$684 Buy
10
+3
+43% +$196 ﹤0.01% 1278
2025
Q1 		$432 Buy
+7
New +$461 ﹤0.01% 1322

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

Bogart Wealth LLC's BROS Position: Q2 2026 in Review

Bogart Wealth LLC increased its Dutch Bros (BROS) stake by 12% in Q2 2026, buying an estimated $746 and bringing the position to 125 shares worth $8.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Bogart Wealth LLC first reported a position in BROS in Q1 2025 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Bogart Wealth LLC held 125 shares of Dutch Bros worth $8.98K as of Q2 2026.
  • Bogart Wealth LLC bought 13 Dutch Bros shares in Q2 2026, an estimated $746.
  • Dutch Bros made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1033 holding.
  • Bogart Wealth LLC first reported a position in Dutch Bros in Q1 2025 and has held it in 6 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.