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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SHP Wealth Management's BROS Position: Q1 2026 in Review

SHP Wealth Management increased its Dutch Bros (BROS) stake by 142% in Q1 2026, buying an estimated $3.88K and bringing the position to 121 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

SHP Wealth Management first reported a position in BROS in Q4 2025 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • SHP Wealth Management held 121 shares of Dutch Bros worth $6.13K as of Q1 2026.
  • SHP Wealth Management bought 71 Dutch Bros shares in Q1 2026, an estimated $3.88K.
  • Dutch Bros made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1021 holding.
  • SHP Wealth Management first reported a position in Dutch Bros in Q4 2025 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.