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Global Wealth Strategies & Associates’s Dutch Bros BROS Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-1
Closed -$51 – 142
2026
Q1 		$51 Hold
1
– – ﹤0.01% 527
2025
Q4 		$61 Hold
1
– – ﹤0.01% 534
2025
Q3 		$52 Hold
1
– – ﹤0.01% 481
2025
Q2 		$68 Buy
+1
New +$65 ﹤0.01% 370

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

Global Wealth Strategies & Associates's BROS Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 1 share — an estimated $51 sold.

Global Wealth Strategies & Associates first reported a position in BROS in Q2 2025 and held it in 4 quarters. The position peaked at $68 in Q2 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1 Dutch Bros share in Q2 2026, an estimated $51.
  • Global Wealth Strategies & Associates first reported a position in Dutch Bros in Q2 2025 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's Dutch Bros position peaked at $68 in Q2 2025.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.