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Hemington Wealth Management’s Dutch Bros BROS Stock Holding History

Hemington Wealth Management’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
Q3 		$3K Buy
63
+11
+21% +$695 ﹤0.01% 1239
2025
Q2 		$3K Buy
52
+23
+79% +$1.5K ﹤0.01% 1215
2025
Q1 		$1K Buy
29
+21
+263% +$1.38K ﹤0.01% 1369
2024
Q4 		$0 Buy
8
+3
+60% +$132 ﹤0.01% 1557
2024
Q3 		$0 Buy
+5
New +$176 ﹤0.01% 1501

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hemington Wealth Management's BROS Position: Q3 2025 in Review

Hemington Wealth Management increased its Dutch Bros (BROS) stake by 21% in Q3 2025, buying an estimated $695 and bringing the position to 63 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Hemington Wealth Management first reported a position in BROS in Q3 2024 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

  • Hemington Wealth Management held 63 shares of Dutch Bros worth $3K as of Q3 2025.
  • Hemington Wealth Management bought 11 Dutch Bros shares in Q3 2025, an estimated $695.
  • Dutch Bros made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1239 holding.
  • Hemington Wealth Management first reported a position in Dutch Bros in Q3 2024 and has held it in 5 quarters since.
  • 450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.