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Urban Wealth Management’s Dutch Bros BROS Stock Holding History

Urban Wealth Management’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 		– Sell
-4,684
Closed -$237K – 111
2026
Q1 		$237K Buy
4,684
+1,299
+38% +$71K 0.24% 83
2025
Q4 		$207K Buy
+3,385
New +$192K 0.19% 91
2022
Q2 		$2K Buy
+65
New +$2.67K 0.01% 291

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 $3.38T AUM 44.17% 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

Urban Wealth Management's BROS Position: Q2 2026 in Review

Urban Wealth Management sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 4,684 shares — an estimated $237K sold.

Urban Wealth Management first reported a position in BROS in Q2 2022 and held it in 3 quarters. The position peaked at $237K in Q1 2026. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Urban Wealth Management reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
  • Urban Wealth Management sold 4,684 Dutch Bros shares in Q2 2026, an estimated $237K.
  • Urban Wealth Management first reported a position in Dutch Bros in Q2 2022 and held it in 3 quarters.
  • Urban Wealth Management's Dutch Bros position peaked at $237K in Q1 2026.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.