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Opal Wealth Advisors’s Dutch Bros BROS Stock Holding History

Opal Wealth 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 		– Sell
-1,060
Closed -$53.7K – 284
2026
Q1 		$53.7K Buy
+1,060
New +$58K 0.01% 388

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Opal Wealth Advisors's BROS Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 1,060 shares — an estimated $53.7K sold.

Opal Wealth Advisors first reported a position in BROS in Q1 2026 and held it in 1 quarter. The position peaked at $53.7K in Q1 2026. 69 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,060 Dutch Bros shares in Q2 2026, an estimated $53.7K.
  • Opal Wealth Advisors first reported a position in Dutch Bros in Q1 2026 and held it in 1 quarter.
  • Opal Wealth Advisors's Dutch Bros position peaked at $53.7K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.