Orion Portfolio Solutions’s Dutch Bros BROS Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$216K	Buy	+3,496	New	+$230K	﹤0.01%	1774

Other funds holding BROS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TCP

TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Orion Portfolio Solutions's BROS Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Dutch Bros (BROS) in Q1 2025: 3,496 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1774 among its holdings.

466 funds tracked by Wall St. Rank hold BROS as of Q1 2025.

Orion Portfolio Solutions held 3,496 shares of Dutch Bros worth $216K as of Q1 2025.
Dutch Bros was a new Orion Portfolio Solutions position in Q1 2025.
Dutch Bros made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1774 holding.
466 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.