Wealth Enhancement Advisory Services
BROS icon

Wealth Enhancement Advisory Services’s Dutch Bros BROS Stock Holding History

Wealth Enhancement Advisory Services’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 		$523K Buy
7,737
+3,098
+67% +$178K ﹤0.01% 2644
2026
Q1 		$234K Sell
4,639
-787
-15% -$43K ﹤0.01% 3006
2025
Q4 		$343K Buy
+5,426
New +$308K ﹤0.01% 2801
2025
Q3 		– Sell
-9,530
Closed -$641K – 3604
2025
Q2 		$641K Sell
9,530
-14,243
-60% -$929K ﹤0.01% 2032
2025
Q1 		$1.47M Buy
23,773
+18,671
+366% +$1.23M ﹤0.01% 1403
2024
Q4 		$267K Buy
+5,102
New +$225K ﹤0.01% 2468

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's BROS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dutch Bros (BROS) stake by 67% in Q2 2026, buying an estimated $178K and bringing the position to 7,737 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

Wealth Enhancement Advisory Services first reported a position in BROS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.47M in Q1 2025. 69 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,737 shares of Dutch Bros worth $523K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,098 Dutch Bros shares in Q2 2026, an estimated $178K.
  • Dutch Bros made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2644 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dutch Bros in Q4 2024 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Dutch Bros position peaked at $1.47M in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.