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Inspire Advisors’s Dutch Bros BROS Stock Holding History

Inspire 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 		$1.7M Buy
23,605
+1,883
+9% +$108K 0.12% 141
2026
Q1 		$1.1M Buy
21,722
+2,153
+11% +$118K 0.09% 181
2025
Q4 		$1.2M Buy
19,569
+6,870
+54% +$390K 0.11% 135
2025
Q3 		$665K Buy
12,699
+493
+4% +$31.2K 0.06% 242
2025
Q2 		$835K Buy
12,206
+1,236
+11% +$80.6K 0.09% 175
2025
Q1 		$677K Sell
10,970
-5,197
-32% -$342K 0.08% 176
2024
Q4 		$847K Sell
16,167
-7,266
-31% -$321K 0.1% 130
2024
Q3 		$751K Buy
23,433
+7,331
+46% +$258K 0.09% 142
2024
Q2 		$667K Buy
16,102
+92
+0.6% +$3.16K 0.09% 147
2024
Q1 		$528K Buy
16,010
+1,067
+7% +$31.5K 0.07% 198
2023
Q4 		$473K Buy
14,943
+308
+2% +$8.39K 0.07% 194
2023
Q3 		$340K Buy
14,635
+3,507
+32% +$99.9K 0.06% 182
2023
Q2 		$317K Buy
11,128
+848
+8% +$25.2K 0.06% 158
2023
Q1 		$325K Buy
10,280
+2,038
+25% +$69K 0.07% 100
2022
Q4 		$232K Buy
8,242
+132
+2% +$4.37K 0.06% 140
2022
Q3 		$253K Buy
+8,110
New +$305K 0.07% 84

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

Inspire Advisors's BROS Position: Q2 2026 in Review

Inspire Advisors increased its Dutch Bros (BROS) stake by 8.7% in Q2 2026, buying an estimated $108K and bringing the position to 23,605 shares worth $1.7M. The position accounts for 0.12% of the portfolio, ranked #141.

Inspire Advisors first reported a position in BROS in Q3 2022 and has held it in 16 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Inspire Advisors held 23,605 shares of Dutch Bros worth $1.7M as of Q2 2026.
  • Inspire Advisors bought 1,883 Dutch Bros shares in Q2 2026, an estimated $108K.
  • Dutch Bros made up 0.12% of Inspire Advisors's portfolio in Q2 2026, its #141 holding.
  • Inspire Advisors first reported a position in Dutch Bros in Q3 2022 and has held it in 16 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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