Cetera Investment Advisers
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Cetera Investment Advisers’s Boston Beer SAM Stock Holding History

Cetera Investment Advisers’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 		$262K Sell
1,482
-193
-12% -$39.1K ﹤0.01% 4269
2026
Q1 		$386K Sell
1,675
-689
-29% -$155K ﹤0.01% 3753
2025
Q4 		$461K Buy
2,364
+670
+40% +$138K ﹤0.01% 3504
2025
Q3 		$358K Buy
1,694
+41
+2% +$8.72K ﹤0.01% 3682
2025
Q2 		$315K Buy
1,653
+251
+18% +$57.8K ﹤0.01% 3351
2025
Q1 		$335K Buy
1,402
+133
+10% +$32.4K ﹤0.01% 3175
2024
Q4 		$381K Buy
1,269
+56
+5% +$16.9K ﹤0.01% 2912
2024
Q3 		$351K Sell
1,213
-66
-5% -$18.4K ﹤0.01% 2936
2024
Q2 		$390K Sell
1,279
-143
-10% -$41K ﹤0.01% 2790
2024
Q1 		$433K Buy
+1,422
New +$474K ﹤0.01% 2717
2023
Q1 		– Sell
-611
Closed -$201K – 2233
2022
Q4 		$201K Buy
+611
New +$222K ﹤0.01% 1901
2021
Q3 		– Sell
-501
Closed -$511K – 1861
2021
Q2 		$511K Buy
501
+159
+46% +$178K 0.01% 1115
2021
Q1 		$413K Sell
342
-134
-28% -$141K 0.01% 1084
2020
Q4 		$473K Buy
+476
New +$457K 0.01% 985

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cetera Investment Advisers's SAM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Boston Beer (SAM) stake by 12% in Q2 2026, selling an estimated $39.1K and leaving 1,482 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #4269.

Cetera Investment Advisers first reported a position in SAM in Q4 2020 and has held it in 14 quarters since. The position peaked at $511K in Q2 2021. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Cetera Investment Advisers held 1,482 shares of Boston Beer worth $262K as of Q2 2026.
  • Cetera Investment Advisers sold 193 Boston Beer shares in Q2 2026, an estimated $39.1K.
  • Boston Beer made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4269 holding.
  • Cetera Investment Advisers first reported a position in Boston Beer in Q4 2020 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Boston Beer position peaked at $511K in Q2 2021.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.