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

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 $3.38T AUM 44.17% 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 #2025.

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. 559 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 #2025 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.
  • 559 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.