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Prosperity Wealth Management’s Dutch Bros BROS Stock Holding History

Prosperity Wealth Management’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
Q4 		$511K Buy
8,350
+1,800
+27% +$102K 0.17% 124
2025
Q3 		$343K Buy
6,550
+475
+8% +$30K 0.12% 173
2025
Q2 		$415K Buy
6,075
+1,125
+23% +$73.4K 0.15% 143
2025
Q1 		$306K Sell
4,950
-4,635
-48% -$305K 0.14% 143
2024
Q4 		$502K Buy
9,585
+435
+5% +$19.2K 0.21% 93
2024
Q3 		$293K Buy
9,150
+1,150
+14% +$40.5K 0.12% 135
2024
Q2 		$331K Buy
+8,000
New +$275K 0.16% 117

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Prosperity Wealth Management's BROS Position: Q4 2025 in Review

Prosperity Wealth Management increased its Dutch Bros (BROS) stake by 27% in Q4 2025, buying an estimated $102K and bringing the position to 8,350 shares worth $511K. The position accounts for 0.17% of the portfolio, ranked #124.

Prosperity Wealth Management first reported a position in BROS in Q2 2024 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • Prosperity Wealth Management held 8,350 shares of Dutch Bros worth $511K as of Q4 2025.
  • Prosperity Wealth Management bought 1,800 Dutch Bros shares in Q4 2025, an estimated $102K.
  • Dutch Bros made up 0.17% of Prosperity Wealth Management's portfolio in Q4 2025, its #124 holding.
  • Prosperity Wealth Management first reported a position in Dutch Bros in Q2 2024 and has held it in 7 quarters since.
  • 511 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.