Envestnet Asset Management
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Envestnet Asset Management’s Dutch Bros BROS Stock Holding History

Envestnet 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
Q2 		$4.78M Sell
2025
Q1 		$5.03M Sell
2024
Q4 		$6.61M Buy
2024
Q3 		$3.81M Buy
2024
Q2 		$4.41M Buy
2024
Q1 		$1.68M Buy
2023
Q4 		$418K Buy
2023
Q3 		$202K Buy