ORG Wealth Partners
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ORG Wealth Partners’s Dutch Bros BROS Stock Holding History

ORG 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
Q3 		$347 Buy
+9
New +$485 ﹤0.01% 2201

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Baillie Gifford & Co
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
TSG Consumer Partners
TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

ORG Wealth Partners's BROS Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Dutch Bros (BROS) in Q3 2026: 9 shares worth $347. The stake represents ﹤0.01% of the portfolio and ranks #2201 among its holdings.

361 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • ORG Wealth Partners held 9 shares of Dutch Bros worth $347 as of Q3 2026.
  • Dutch Bros was a new ORG Wealth Partners position in Q3 2026.
  • Dutch Bros made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2201 holding.
  • 361 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.