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Strategic Wealth Partners’s Dutch Bros BROS Stock Holding History

Strategic Wealth Partners’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 		$20.3K Hold
400
– – ﹤0.01% 707
2025
Q4 		$24.5K Hold
400
– – ﹤0.01% 651
2025
Q3 		$20.9K Sell
400
-234
-37% -$14.8K ﹤0.01% 719
2025
Q2 		$43.3K Buy
+634
New +$41.4K ﹤0.01% 521

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

Strategic Wealth Partners's BROS Position: Q1 2026 in Review

Strategic Wealth Partners held its Dutch Bros (BROS) position steady in Q1 2026 at 400 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Strategic Wealth Partners first reported a position in BROS in Q2 2025 and has held it in 4 quarters since. The position peaked at $43.3K in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Strategic Wealth Partners held 400 shares of Dutch Bros worth $20.3K as of Q1 2026.
  • Strategic Wealth Partners left its Dutch Bros share count unchanged in Q1 2026.
  • Dutch Bros made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #707 holding.
  • Strategic Wealth Partners first reported a position in Dutch Bros in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Dutch Bros position peaked at $43.3K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.