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

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 $3.37T AUM 44.26% 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

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. 558 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.
  • 558 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.