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True Wealth Design’s Dutch Bros BROS Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-1
Closed -$53 – 2594
2025
Q3 		$53 Sell
1
-21
-95% -$1.33K ﹤0.01% 2564
2025
Q2 		$1.5K Sell
22
-410
-95% -$26.7K ﹤0.01% 1296
2025
Q1 		$26.7K Buy
432
+419
+3,223% +$27.6K 0.01% 295
2024
Q4 		$681 Buy
+13
New +$574 ﹤0.01% 1033

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

True Wealth Design's BROS Position: Q4 2025 in Review

True Wealth Design sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 1 share — an estimated $53 sold.

True Wealth Design first reported a position in BROS in Q4 2024 and held it in 4 quarters. The position peaked at $26.7K in Q1 2025. 512 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • True Wealth Design reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Dutch Bros share in Q4 2025, an estimated $53.
  • True Wealth Design first reported a position in Dutch Bros in Q4 2024 and held it in 4 quarters.
  • True Wealth Design's Dutch Bros position peaked at $26.7K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.