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Wealthspire Advisors (New York)’s Dutch Bros BROS Stock Holding History

Wealthspire Advisors (New York)’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
-369
Closed -$19.3K – 1284
2025
Q3 		$19.3K Buy
+369
New +$23.3K ﹤0.01% 1705

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $110B AUM 4.8% 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

Wealthspire Advisors (New York)'s BROS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 369 shares — an estimated $19.3K sold.

Wealthspire Advisors (New York) first reported a position in BROS in Q3 2025 and held it in 1 quarter. The position peaked at $19.3K in Q3 2025. 511 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 369 Dutch Bros shares in Q4 2025, an estimated $19.3K.
  • Wealthspire Advisors (New York) first reported a position in Dutch Bros in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Dutch Bros position peaked at $19.3K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.