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Encompass More Asset Management’s Dutch Bros BROS Stock Holding History

Encompass More Asset 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
2025
Q4 		– Sell
-13,107
Closed -$686K – 248
2025
Q3 		$686K Buy
13,107
+675
+5% +$42.7K 0.13% 114
2025
Q2 		$850K Buy
+12,432
New +$811K 0.2% 101

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Encompass More Asset Management's BROS Position: Q4 2025 in Review

Encompass More Asset Management sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 13,107 shares — an estimated $686K sold.

Encompass More Asset Management first reported a position in BROS in Q2 2025 and held it in 2 quarters. The position peaked at $850K in Q2 2025. 512 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • Encompass More Asset Management reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
  • Encompass More Asset Management sold 13,107 Dutch Bros shares in Q4 2025, an estimated $686K.
  • Encompass More Asset Management first reported a position in Dutch Bros in Q2 2025 and held it in 2 quarters.
  • Encompass More Asset Management's Dutch Bros position peaked at $850K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on Encompass More Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.