Cerity Partners
SAM icon

Cerity Partners’s Boston Beer SAM Stock Holding History

Cerity Partners’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
2026
Q2 		$919K Sell
5,192
-10,901
-68% -$2.21M ﹤0.01% 2050
2026
Q1 		$3.71M Buy
16,093
+7,667
+91% +$1.72M 0.01% 1159
2025
Q4 		$1.64M Sell
8,426
-8,204
-49% -$1.69M ﹤0.01% 1454
2025
Q3 		$3.52M Buy
+16,630
New +$3.54M 0.01% 1027
2025
Q1 		– Sell
-11,574
Closed -$3.47M – 2607
2024
Q4 		$3.47M Buy
11,574
+2,062
+22% +$622K 0.01% 856
2024
Q3 		$2.75M Buy
+9,512
New +$2.65M 0.01% 950
2024
Q2 		– Sell
-994
Closed -$302K – 2384
2024
Q1 		$302K Buy
+994
New +$332K ﹤0.01% 1864

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's SAM Position: Q2 2026 in Review

Cerity Partners reduced its Boston Beer (SAM) stake by 68% in Q2 2026, selling an estimated $2.21M and leaving 5,192 shares worth $919K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Cerity Partners first reported a position in SAM in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.71M in Q1 2026. 310 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Cerity Partners held 5,192 shares of Boston Beer worth $919K as of Q2 2026.
  • Cerity Partners sold 10,901 Boston Beer shares in Q2 2026, an estimated $2.21M.
  • Boston Beer made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2050 holding.
  • Cerity Partners first reported a position in Boston Beer in Q1 2024 and has held it in 7 quarters since.
  • Cerity Partners's Boston Beer position peaked at $3.71M in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.