GI
BROS icon

Gradient Investments’s Dutch Bros BROS Stock Holding History

Gradient Investments’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 		$979K Buy
+13,630
New +$782K 0.01% 320
2024
Q3 		– Sell
-805
Closed -$33.3K – 423
2024
Q2 		$33.3K Hold
805
– – ﹤0.01% 549
2024
Q1 		$26.6K Sell
805
-343
-30% -$10.1K ﹤0.01% 495
2023
Q4 		$36.4K Hold
1,148
– – ﹤0.01% 602
2023
Q3 		$26.7K Sell
1,148
-121
-10% -$3.45K ﹤0.01% 620
2023
Q2 		$36.1K Hold
1,269
– – ﹤0.01% 571
2023
Q1 		$40.1K Hold
1,269
– – ﹤0.01% 531
2022
Q4 		$35.8K Buy
1,269
+215
+20% +$7.11K ﹤0.01% 567
2022
Q3 		$33K Sell
1,054
-249
-19% -$9.37K ﹤0.01% 556
2022
Q2 		$41K Buy
1,303
+165
+14% +$6.76K ﹤0.01% 507
2022
Q1 		$63K Buy
1,138
+153
+16% +$7.81K ﹤0.01% 435
2021
Q4 		$50K Hold
985
– – ﹤0.01% 483
2021
Q3 		$43K Buy
+985
New +$46.8K ﹤0.01% 492

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return