Stratos Wealth Partners
BROS icon

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
Q3 		$331K Sell
8,590
-2,560
-23% -$138K ﹤0.01% 1340
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 $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Stratos Wealth Partners's BROS Position: Q3 2026 in Review

Stratos Wealth Partners reduced its Dutch Bros (BROS) stake by 23% in Q3 2026, selling an estimated $138K and leaving 8,590 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Stratos Wealth Partners first reported a position in BROS in Q3 2024 and has held it in 9 quarters since. The position peaked at $801K in Q2 2026. 408 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Stratos Wealth Partners held 8,590 shares of Dutch Bros worth $331K as of Q3 2026.
  • Stratos Wealth Partners sold 2,560 Dutch Bros shares in Q3 2026, an estimated $138K.
  • Dutch Bros made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q3 2026, its #1340 holding.
  • Stratos Wealth Partners first reported a position in Dutch Bros in Q3 2024 and has held it in 9 quarters since.
  • Stratos Wealth Partners's Dutch Bros position peaked at $801K in Q2 2026.
  • 408 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.