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United Financial Planning Group’s Dutch Bros BROS Stock Holding History

United Financial Planning Group’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 		– Sell
-6
Closed -$367 – 487
2025
Q4 		$367 Buy
+6
New +$341 ﹤0.01% 421

Other funds holding BROS

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

United Financial Planning Group's BROS Position: Q1 2026 in Review

United Financial Planning Group sold out of Dutch Bros (BROS) in Q1 2026, closing a stake of 6 shares — an estimated $367 sold.

United Financial Planning Group first reported a position in BROS in Q4 2025 and held it in 1 quarter. The position peaked at $367 in Q4 2025. 509 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • United Financial Planning Group reported no remaining Dutch Bros position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 6 Dutch Bros shares in Q1 2026, an estimated $367.
  • United Financial Planning Group first reported a position in Dutch Bros in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Dutch Bros position peaked at $367 in Q4 2025.
  • 509 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.