VAS
BROS icon

Vestmark Advisory Solutions’s Dutch Bros BROS Stock Holding History

Vestmark Advisory Solutions’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 		$239K Sell
4,722
-5,084
-52% -$278K ﹤0.01% 1235
2025
Q4 		$600K Buy
+9,806
New +$557K 0.01% 946

Other funds holding BROS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vestmark Advisory Solutions's BROS Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its Dutch Bros (BROS) stake by 52% in Q1 2026, selling an estimated $278K and leaving 4,722 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Vestmark Advisory Solutions first reported a position in BROS in Q4 2025 and has held it in 2 quarters since. The position peaked at $600K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Vestmark Advisory Solutions held 4,722 shares of Dutch Bros worth $239K as of Q1 2026.
  • Vestmark Advisory Solutions sold 5,084 Dutch Bros shares in Q1 2026, an estimated $278K.
  • Dutch Bros made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #1235 holding.
  • Vestmark Advisory Solutions first reported a position in Dutch Bros in Q4 2025 and has held it in 2 quarters since.
  • Vestmark Advisory Solutions's Dutch Bros position peaked at $600K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.