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VestGen Advisors’s Dutch Bros BROS Stock Holding History

VestGen 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
2025
Q4 		– Sell
-128,434
Closed -$6.72M – 763
2025
Q3 		$6.72M Buy
128,434
+54,310
+73% +$3.43M 0.22% 104
2025
Q2 		$5.07M Buy
74,124
+13,437
+22% +$877K 0.2% 110
2025
Q1 		$3.75M Buy
+60,687
New +$4M 0.17% 127

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VestGen Advisors's BROS Position: Q4 2025 in Review

VestGen Advisors sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 128,434 shares — an estimated $6.72M sold.

VestGen Advisors first reported a position in BROS in Q1 2025 and held it in 3 quarters. The position peaked at $6.72M in Q3 2025. 511 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • VestGen Advisors reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
  • VestGen Advisors sold 128,434 Dutch Bros shares in Q4 2025, an estimated $6.72M.
  • VestGen Advisors first reported a position in Dutch Bros in Q1 2025 and held it in 3 quarters.
  • VestGen Advisors's Dutch Bros position peaked at $6.72M in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.