EWA
BROS icon

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
Q2 		$18.7K Sell
261
-174
-40% -$9.98K ﹤0.01% 2478
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

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's BROS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dutch Bros (BROS) stake by 40% in Q2 2026, selling an estimated $9.98K and leaving 261 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

EverSource Wealth Advisors first reported a position in BROS in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.8K in Q2 2025. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • EverSource Wealth Advisors held 261 shares of Dutch Bros worth $18.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 174 Dutch Bros shares in Q2 2026, an estimated $9.98K.
  • Dutch Bros made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2478 holding.
  • EverSource Wealth Advisors first reported a position in Dutch Bros in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Dutch Bros position peaked at $29.8K in Q2 2025.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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