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CarsonAllaria Wealth Management’s Boston Beer SAM Stock Holding History

CarsonAllaria Wealth Management’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20
Closed -$3.82K – 283
2025
Q2 		$3.82K Hold
20
– – ﹤0.01% 300
2025
Q1 		$4.78K Buy
+20
New +$4.87K ﹤0.01% 292

Other funds holding SAM

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CarsonAllaria Wealth Management's SAM Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Boston Beer (SAM) in Q3 2025, closing a stake of 20 shares — an estimated $3.82K sold.

CarsonAllaria Wealth Management first reported a position in SAM in Q1 2025 and held it in 2 quarters. The position peaked at $4.78K in Q1 2025. 355 funds tracked by Wall St. Rank hold SAM as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Boston Beer position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 20 Boston Beer shares in Q3 2025, an estimated $3.82K.
  • CarsonAllaria Wealth Management first reported a position in Boston Beer in Q1 2025 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Boston Beer position peaked at $4.78K in Q1 2025.
  • 355 funds tracked by Wall St. Rank held Boston Beer as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.