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SHP Wealth Management’s Dutch Bros BROS Stock Holding History

SHP 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
2026
Q2 		$8.69K Hold
121
– – ﹤0.01% 1020
2026
Q1 		$6.13K Buy
121
+71
+142% +$3.88K ﹤0.01% 1021
2025
Q4 		$3.06K Buy
+50
New +$2.84K ﹤0.01% 1062

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 $3.38T AUM 44.17% 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

SHP Wealth Management's BROS Position: Q2 2026 in Review

SHP Wealth Management held its Dutch Bros (BROS) position steady in Q2 2026 at 121 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

SHP Wealth Management first reported a position in BROS in Q4 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • SHP Wealth Management held 121 shares of Dutch Bros worth $8.69K as of Q2 2026.
  • SHP Wealth Management left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1020 holding.
  • SHP Wealth Management first reported a position in Dutch Bros in Q4 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.