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EverSource Wealth Advisors’s Dutch Bros BROS Stock Holding History

EverSource Wealth 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
2026
Q1 		$22K Buy
435
+299
+220% +$16.4K ﹤0.01% 2445
2025
Q4 		$8.32K Sell
136
-15
-10% -$852 ﹤0.01% 2887
2025
Q3 		$7.9K Sell
151
-285
-65% -$18K ﹤0.01% 2947
2025
Q2 		$29.8K Buy
436
+113
+35% +$7.37K ﹤0.01% 1983
2025
Q1 		$19.9K Buy
323
+235
+267% +$15.5K ﹤0.01% 1690
2024
Q4 		$4.61K Buy
88
+15
+21% +$662 ﹤0.01% 2384
2024
Q3 		$2.34K Hold
73
– – ﹤0.01% 2498
2024
Q2 		$2.79K Hold
73
– – ﹤0.01% 2439
2024
Q1 		$2.06K Sell
73
-39
-35% -$1.15K ﹤0.01% 2378
2023
Q4 		$3.55K Buy
112
+42
+60% +$1.14K ﹤0.01% 1993
2023
Q3 		$1.63K Sell
70
-175
-71% -$4.99K ﹤0.01% 2074
2023
Q2 		$6.97K Buy
245
+70
+40% +$2.08K ﹤0.01% 1594
2023
Q1 		$5.54K Hold
175
– – ﹤0.01% 1609
2022
Q4 		$4.93K Buy
+175
New +$5.79K ﹤0.01% 1605

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

EverSource Wealth Advisors's BROS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Dutch Bros (BROS) stake by 220% in Q1 2026, buying an estimated $16.4K and bringing the position to 435 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

EverSource Wealth Advisors first reported a position in BROS in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.8K in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • EverSource Wealth Advisors held 435 shares of Dutch Bros worth $22K as of Q1 2026.
  • EverSource Wealth Advisors bought 299 Dutch Bros shares in Q1 2026, an estimated $16.4K.
  • Dutch Bros made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2445 holding.
  • EverSource Wealth Advisors first reported a position in Dutch Bros in Q4 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Dutch Bros position peaked at $29.8K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.