UWM
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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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 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. 191 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.
  • 191 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.