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Spire Wealth Management’s Dutch Bros BROS Stock Holding History

Spire 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 		$320K Sell
4,453
-9
-0.2% -$516 0.01% 656
2026
Q1 		$226K Sell
4,462
-269
-6% -$14.7K 0.01% 740
2025
Q4 		$290K Sell
4,731
-1,124
-19% -$63.9K 0.01% 688
2025
Q3 		$306K Buy
5,855
+1,430
+32% +$90.4K 0.01% 663
2025
Q2 		$303K Buy
4,425
+1,548
+54% +$101K 0.01% 640
2025
Q1 		$178K Buy
2,877
+2,248
+357% +$148K 0.01% 844
2024
Q4 		$32.9K Sell
629
-2,057
-77% -$90.8K ﹤0.01% 1441
2024
Q3 		$86K Buy
2,686
+1,271
+90% +$44.8K ﹤0.01% 957
2024
Q2 		$58.6K Buy
1,415
+1,226
+649% +$42.1K ﹤0.01% 1066
2024
Q1 		$6.24K Sell
189
-400
-68% -$11.8K ﹤0.01% 1876
2023
Q4 		$16.6K Buy
589
+75
+15% +$2.04K ﹤0.01% 1595
2023
Q3 		$12K Sell
514
-1,868
-78% -$53.2K ﹤0.01% 1677
2023
Q2 		$67.8K Buy
2,382
+2,362
+11,810% +$70.1K ﹤0.01% 1090
2023
Q1 		$633 Sell
20
-1,692
-99% -$57.3K ﹤0.01% 2449
2022
Q4 		$48K Buy
1,712
+1,550
+957% +$51.3K ﹤0.01% 1003
2022
Q3 		$5K Hold
162
– – ﹤0.01% 1729
2022
Q2 		$5K Buy
+162
New +$6.64K ﹤0.01% 2112

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

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

Spire Wealth Management reduced its Dutch Bros (BROS) stake by 0.2% in Q2 2026, selling an estimated $516 and leaving 4,453 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #656.

Spire Wealth Management first reported a position in BROS in Q2 2022 and has held it in 17 quarters since. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Spire Wealth Management held 4,453 shares of Dutch Bros worth $320K as of Q2 2026.
  • Spire Wealth Management sold 9 Dutch Bros shares in Q2 2026, an estimated $516.
  • Dutch Bros made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #656 holding.
  • Spire Wealth Management first reported a position in Dutch Bros in Q2 2022 and has held it in 17 quarters since.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.