HighTower Advisors
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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
2024
Q3 		– Sell
-40,000
Closed -$17K – 3764
2024
Q2 		$17K Buy
+40,000
New +$1.37M ﹤0.01% 3407

Other funds holding BROS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

HighTower Advisors's BROS Position: Q1 2026 in Review

HighTower Advisors increased its Dutch Bros (BROS) stake by 11% in Q1 2026, buying an estimated $99.6K and bringing the position to 17,793 shares worth $901K. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

HighTower Advisors first reported a position in BROS in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.3M in Q2 2024. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • HighTower Advisors held 17,793 shares of Dutch Bros worth $901K as of Q1 2026.
  • HighTower Advisors bought 1,822 Dutch Bros shares in Q1 2026, an estimated $99.6K.
  • Dutch Bros made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2259 holding.
  • HighTower Advisors first reported a position in Dutch Bros in Q4 2021 and has held it in 18 quarters since.
  • HighTower Advisors's Dutch Bros position peaked at $5.3M in Q2 2024.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.