Certuity’s Boston Beer SAM Stock Holding History

Certuity’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	–	Sell	-1,917	Closed	-$442K	–	710
2026 Q1	$442K	Buy	+1,917	New	+$431K	0.03%	332
2025 Q4	–	Sell	-1,305	Closed	-$276K	–	624
2025 Q3	$276K	Buy	+1,305	New	+$278K	0.02%	420
2023 Q4	–	Sell	-569	Closed	-$222K	–	363
2023 Q3	$222K	Buy	+569	New	+$199K	0.03%	236

Other funds holding SAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Certuity's SAM Position: Q2 2026 in Review

Certuity sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 1,917 shares — an estimated $442K sold.

Certuity first reported a position in SAM in Q3 2023 and held it in 3 quarters. The position peaked at $442K in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

Certuity reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
Certuity sold 1,917 Boston Beer shares in Q2 2026, an estimated $442K.
Certuity first reported a position in Boston Beer in Q3 2023 and held it in 3 quarters.
Certuity's Boston Beer position peaked at $442K in Q1 2026.
331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.