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Integrated Wealth Concepts’s Dutch Bros BROS Stock Holding History

Integrated Wealth Concepts’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 		$805K Buy
11,204
+1,725
+18% +$99K ﹤0.01% 1476
2026
Q1 		$480K Buy
+9,479
New +$518K ﹤0.01% 1566
2025
Q4 		– Sell
-6,725
Closed -$352K – 1664
2025
Q3 		$352K Buy
6,725
+1,365
+25% +$86.3K ﹤0.01% 1546
2025
Q2 		$366K Buy
5,360
+211
+4% +$13.8K ﹤0.01% 1451
2025
Q1 		$318K Buy
+5,149
New +$339K ﹤0.01% 1381

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

Integrated Wealth Concepts's BROS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Dutch Bros (BROS) stake by 18% in Q2 2026, buying an estimated $99K and bringing the position to 11,204 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Integrated Wealth Concepts first reported a position in BROS in Q1 2025 and has held it in 5 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Integrated Wealth Concepts held 11,204 shares of Dutch Bros worth $805K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,725 Dutch Bros shares in Q2 2026, an estimated $99K.
  • Dutch Bros made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1476 holding.
  • Integrated Wealth Concepts first reported a position in Dutch Bros in Q1 2025 and has held it in 5 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.