Insight Wealth Partners’s Dutch Bros BROS Stock Holding History

Insight Wealth Partners’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 Q1	–	Sell	-11,657	Closed	-$714K	–	125
2025 Q4	$714K	Buy	+11,657	New	+$662K	0.1%	71

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Insight Wealth Partners's BROS Position: Q1 2026 in Review

Insight Wealth Partners sold out of Dutch Bros (BROS) in Q1 2026, closing a stake of 11,657 shares — an estimated $714K sold.

Insight Wealth Partners first reported a position in BROS in Q4 2025 and held it in 1 quarter. The position peaked at $714K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

Insight Wealth Partners reported no remaining Dutch Bros position as of Q1 2026 after selling out during the quarter.
Insight Wealth Partners sold 11,657 Dutch Bros shares in Q1 2026, an estimated $714K.
Insight Wealth Partners first reported a position in Dutch Bros in Q4 2025 and held it in 1 quarter.
Insight Wealth Partners's Dutch Bros position peaked at $714K in Q4 2025.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.