HighTower Advisors
BROS icon

HighTower Advisors’s Dutch Bros BROS Stock Holding History

HighTower Advisors’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 		$1.38M Buy
19,273
+1,480
+8% +$84.9K ﹤0.01% 2024
2026
Q1 		$901K Buy
17,793
+1,822
+11% +$99.6K ﹤0.01% 2259
2025
Q4 		$978K Sell
15,971
-558
-3% -$31.7K ﹤0.01% 2135
2025
Q3 		$865K Sell
16,529
-1,725
-9% -$109K ﹤0.01% 2203
2025
Q2 		$1.25M Buy
18,254
+5,130
+39% +$335K ﹤0.01% 1859
2025
Q1 		$810K Sell
13,124
-1,905
-13% -$125K ﹤0.01% 2103
2024
Q4 		$787K Sell
15,029
-2,395
-14% -$106K ﹤0.01% 2141
2024
Q3 		$557K Sell
17,424
-110,813
-86% -$3.91M ﹤0.01% 2321
2024
Q2 		$5.3M Buy
128,237
+109,701
+592% +$3.77M 0.01% 981
2024
Q1 		$612K Buy
18,536
+3,889
+27% +$115K ﹤0.01% 2132
2023
Q4 		$464K Sell
14,647
-1,435
-9% -$39.1K ﹤0.01% 2379
2023
Q3 		$373K Sell
16,082
-3,130
-16% -$89.2K ﹤0.01% 2429
2023
Q2 		$547K Buy
19,212
+3,943
+26% +$117K ﹤0.01% 2145
2023
Q1 		$479K Buy
15,269
+530
+4% +$17.9K ﹤0.01% 2136
2022
Q4 		$415K Buy
14,739
+4,615
+46% +$153K ﹤0.01% 2254
2022
Q3 		$313K Buy
10,124
+520
+5% +$19.6K ﹤0.01% 2314
2022
Q2 		$302K Buy
9,604
+710
+8% +$29.1K ﹤0.01% 2357
2022
Q1 		$493K Buy
8,894
+651
+8% +$33.2K ﹤0.01% 2186
2021
Q4 		$419K Buy
+8,243
New +$458K ﹤0.01% 2268

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

HighTower Advisors's BROS Position: Q2 2026 in Review

HighTower Advisors increased its Dutch Bros (BROS) stake by 8.3% in Q2 2026, buying an estimated $84.9K and bringing the position to 19,273 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

HighTower Advisors first reported a position in BROS in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.3M in Q2 2024. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • HighTower Advisors held 19,273 shares of Dutch Bros worth $1.38M as of Q2 2026.
  • HighTower Advisors bought 1,480 Dutch Bros shares in Q2 2026, an estimated $84.9K.
  • Dutch Bros made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2024 holding.
  • HighTower Advisors first reported a position in Dutch Bros in Q4 2021 and has held it in 19 quarters since.
  • HighTower Advisors's Dutch Bros position peaked at $5.3M in Q2 2024.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.