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GPS Wealth Strategies Group’s Dutch Bros BROS Stock Holding History

GPS Wealth Strategies Group’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 		$72.9K Sell
1,191
-3,570
-75% -$203K 0.06% 179
2025
Q3 		$249K Buy
4,761
+170
+4% +$10.7K 0.03% 308
2025
Q2 		$314K Buy
4,591
+346
+8% +$22.6K 0.04% 248
2025
Q1 		$262K Hold
4,245
– – 0.04% 266
2024
Q4 		$222K Sell
4,245
-179
-4% -$7.9K 0.03% 280
2024
Q3 		$142K Buy
4,424
+94
+2% +$3.31K 0.02% 371
2024
Q2 		$179K Buy
4,330
+1,080
+33% +$37.1K 0.03% 289
2024
Q1 		$107K Buy
3,250
+760
+31% +$22.4K 0.02% 363
2023
Q4 		$78.9K Buy
2,490
+590
+31% +$16.1K 0.01% 402
2023
Q3 		$44.2K Hold
1,900
– – 0.01% 506
2023
Q2 		$54.1K Buy
1,900
+185
+11% +$5.49K 0.01% 481
2023
Q1 		$54.2K Buy
+1,715
New +$58K 0.01% 464
2022
Q4 		– Sell
-1,400
Closed -$44K – 236
2022
Q3 		$44K Buy
1,400
+100
+8% +$3.76K 0.01% 452
2022
Q2 		$41K Buy
+1,300
New +$53.3K 0.01% 480
2022
Q1 		– Sell
-400
Closed -$20K – 1046
2021
Q4 		$20K Buy
+400
New +$22.2K ﹤0.01% 581

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GPS Wealth Strategies Group's BROS Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Dutch Bros (BROS) stake by 75% in Q4 2025, selling an estimated $203K and leaving 1,191 shares worth $72.9K. The position accounts for 0.06% of the portfolio, ranked #179.

GPS Wealth Strategies Group first reported a position in BROS in Q4 2021 and has held it in 15 quarters since. The position peaked at $314K in Q2 2025. 511 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • GPS Wealth Strategies Group held 1,191 shares of Dutch Bros worth $72.9K as of Q4 2025.
  • GPS Wealth Strategies Group sold 3,570 Dutch Bros shares in Q4 2025, an estimated $203K.
  • Dutch Bros made up 0.06% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #179 holding.
  • GPS Wealth Strategies Group first reported a position in Dutch Bros in Q4 2021 and has held it in 15 quarters since.
  • GPS Wealth Strategies Group's Dutch Bros position peaked at $314K in Q2 2025.
  • 511 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.