PWA
BROS icon

Physician Wealth Advisors’s Dutch Bros BROS Stock Holding History

Physician 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 		$2.01K Sell
28
-7
-20% -$402 ﹤0.01% 1503
2026
Q1 		$1.77K Buy
+35
New +$1.91K ﹤0.01% 1404
2025
Q2 		– Sell
-15
Closed -$927 – 1834
2025
Q1 		$927 Buy
+15
New +$988 ﹤0.01% 1131

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

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

Physician Wealth Advisors reduced its Dutch Bros (BROS) stake by 20% in Q2 2026, selling an estimated $402 and leaving 28 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Physician Wealth Advisors first reported a position in BROS in Q1 2025 and has held it in 3 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Physician Wealth Advisors held 28 shares of Dutch Bros worth $2.01K as of Q2 2026.
  • Physician Wealth Advisors sold 7 Dutch Bros shares in Q2 2026, an estimated $402.
  • Dutch Bros made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1503 holding.
  • Physician Wealth Advisors first reported a position in Dutch Bros in Q1 2025 and has held it in 3 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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