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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
Q2 		$801K Sell
11,150
-370
-3% -$21.2K 0.01% 940
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

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

Stratos Wealth Partners's BROS Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Dutch Bros (BROS) stake by 3.2% in Q2 2026, selling an estimated $21.2K and leaving 11,150 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #940.

Stratos Wealth Partners first reported a position in BROS in Q3 2024 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Stratos Wealth Partners held 11,150 shares of Dutch Bros worth $801K as of Q2 2026.
  • Stratos Wealth Partners sold 370 Dutch Bros shares in Q2 2026, an estimated $21.2K.
  • Dutch Bros made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #940 holding.
  • Stratos Wealth Partners first reported a position in Dutch Bros in Q3 2024 and has held it in 8 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.