Gradient Investments
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
Q3 		$592K Buy
15,357
+1,727
+13% +$93K 0.01% 364
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Gradient Investments's BROS Position: Q3 2026 in Review

Gradient Investments increased its Dutch Bros (BROS) stake by 13% in Q3 2026, buying an estimated $93K and bringing the position to 15,357 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #364.

Gradient Investments first reported a position in BROS in Q3 2021 and has held it in 14 quarters since. The position peaked at $979K in Q2 2026. 104 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Gradient Investments held 15,357 shares of Dutch Bros worth $592K as of Q3 2026.
  • Gradient Investments bought 1,727 Dutch Bros shares in Q3 2026, an estimated $93K.
  • Dutch Bros made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #364 holding.
  • Gradient Investments first reported a position in Dutch Bros in Q3 2021 and has held it in 14 quarters since.
  • Gradient Investments's Dutch Bros position peaked at $979K in Q2 2026.
  • 104 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.