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Smartleaf Asset Management’s Dutch Bros BROS Stock Holding History

Smartleaf Asset 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 		$18.3K Sell
381
-254
-40% -$13.9K ﹤0.01% 2015
2025
Q4 		$39.4K Buy
635
+358
+129% +$20.3K ﹤0.01% 1671
2025
Q3 		$14.6K Buy
277
+10
+4% +$632 ﹤0.01% 1952
2025
Q2 		$18.5K Buy
267
+42
+19% +$2.74K ﹤0.01% 1585
2025
Q1 		$14.1K Buy
+225
New +$14.8K ﹤0.01% 1781

Other funds holding BROS

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
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 $2.9T AUM 29.55% 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 $97.9B AUM 20.73% 1-Year Est. Return

Smartleaf Asset Management's BROS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Dutch Bros (BROS) stake by 40% in Q1 2026, selling an estimated $13.9K and leaving 381 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Smartleaf Asset Management first reported a position in BROS in Q1 2025 and has held it in 5 quarters since. The position peaked at $39.4K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Smartleaf Asset Management held 381 shares of Dutch Bros worth $18.3K as of Q1 2026.
  • Smartleaf Asset Management sold 254 Dutch Bros shares in Q1 2026, an estimated $13.9K.
  • Dutch Bros made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2015 holding.
  • Smartleaf Asset Management first reported a position in Dutch Bros in Q1 2025 and has held it in 5 quarters since.
  • Smartleaf Asset Management's Dutch Bros position peaked at $39.4K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.