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TRUE Private Wealth Advisors’s Dutch Bros BROS Stock Holding History

TRUE Private Wealth Advisors’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 		$4.3M Sell
59,926
-263
-0.4% -$15.1K 0.37% 48
2026
Q1 		$3.05M Buy
60,189
+35
+0.1% +$1.91K 0.29% 56
2025
Q4 		$3.68M Sell
60,154
-296
-0.5% -$16.8K 0.37% 49
2025
Q3 		$3.16M Sell
60,450
-863
-1% -$54.6K 0.32% 55
2025
Q2 		$4.19M Sell
61,313
-332
-0.5% -$21.7K 0.47% 38
2025
Q1 		$3.81M Sell
61,645
-7,752
-11% -$511K 0.46% 39
2024
Q4 		$3.64M Sell
69,397
-1,000
-1% -$44.1K 0.44% 41
2024
Q3 		$2.25M Sell
70,397
-2,600
-4% -$91.6K 0.27% 58
2024
Q2 		$3.02M Sell
72,997
-960
-1% -$33K 0.34% 52
2024
Q1 		$2.44M Sell
73,957
-3,125
-4% -$92.2K 0.28% 58
2023
Q4 		$2.44M Sell
77,082
-3,120
-4% -$85K 0.31% 55
2023
Q3 		$1.86M Sell
80,202
-948
-1% -$27K 0.26% 65
2023
Q2 		$2.31M Buy
81,150
+1,326
+2% +$39.3K 0.34% 52
2023
Q1 		$2.52M Sell
79,824
-207
-0.3% -$7.01K 0.37% 47
2022
Q4 		$2.26M Sell
80,031
-8,044
-9% -$266K 0.35% 48
2022
Q3 		$2.74M Buy
88,075
+54,460
+162% +$2.05M 0.42% 40
2022
Q2 		$1.06M Buy
33,615
+10,496
+45% +$430K 0.15% 73
2022
Q1 		$1.14M Buy
23,119
+3,930
+20% +$201K 0.16% 78
2021
Q4 		$976K Buy
19,189
+5,469
+40% +$304K 0.14% 92
2021
Q3 		$594K Buy
+13,720
New +$652K 0.09% 136

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

TRUE Private Wealth Advisors's BROS Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Dutch Bros (BROS) stake by 0.44% in Q2 2026, selling an estimated $15.1K and leaving 59,926 shares worth $4.3M. The position accounts for 0.37% of the portfolio, ranked #48.

TRUE Private Wealth Advisors first reported a position in BROS in Q3 2021 and has held it in 20 quarters since. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • TRUE Private Wealth Advisors held 59,926 shares of Dutch Bros worth $4.3M as of Q2 2026.
  • TRUE Private Wealth Advisors sold 263 Dutch Bros shares in Q2 2026, an estimated $15.1K.
  • Dutch Bros made up 0.37% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • TRUE Private Wealth Advisors first reported a position in Dutch Bros in Q3 2021 and has held it in 20 quarters since.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.