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Stratos Wealth Partners’s Dutch Bros BROS Stock Holding History

Stratos 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 		$584K Sell
11,520
-350
-3% -$19.1K 0.01% 1007
2025
Q4 		$727K Buy
11,870
+1,192
+11% +$67.7K 0.01% 892
2025
Q3 		$559K Buy
10,678
+1,713
+19% +$108K 0.01% 969
2025
Q2 		$613K Buy
8,965
+1,017
+13% +$66.3K 0.01% 854
2025
Q1 		$491K Sell
7,948
-271
-3% -$17.8K 0.01% 893
2024
Q4 		$431K Sell
8,219
-2,482
-23% -$110K 0.01% 997
2024
Q3 		$343K Buy
+10,701
New +$377K ﹤0.01% 1085

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

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

Stratos Wealth Partners reduced its Dutch Bros (BROS) stake by 2.9% in Q1 2026, selling an estimated $19.1K and leaving 11,520 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #1007.

Stratos Wealth Partners first reported a position in BROS in Q3 2024 and has held it in 7 quarters since. The position peaked at $727K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Stratos Wealth Partners held 11,520 shares of Dutch Bros worth $584K as of Q1 2026.
  • Stratos Wealth Partners sold 350 Dutch Bros shares in Q1 2026, an estimated $19.1K.
  • Dutch Bros made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1007 holding.
  • Stratos Wealth Partners first reported a position in Dutch Bros in Q3 2024 and has held it in 7 quarters since.
  • Stratos Wealth Partners's Dutch Bros position peaked at $727K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.