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Clearstead Advisors’s Boston Beer SAM Stock Holding History

Clearstead Advisors’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 		$6.2K Buy
35
+30
+600% +$6.08K ﹤0.01% 2133
2026
Q1 		$1.15K Sell
5
-23
-82% -$5.17K ﹤0.01% 2016
2025
Q4 		$5.46K Sell
28
-310
-92% -$63.9K ﹤0.01% 2004
2025
Q3 		$71.5K Buy
338
+244
+260% +$51.9K ﹤0.01% 1162
2025
Q2 		$17.9K Buy
+94
New +$21.6K ﹤0.01% 1669
2024
Q1 		– Sell
-10
Closed -$3.46K – 1620
2023
Q4 		$3.46K Buy
10
+4
+67% +$1.4K ﹤0.01% 1210
2023
Q3 		$2.34K Hold
6
– – ﹤0.01% 1217
2023
Q2 		$1.85K Hold
6
– – ﹤0.01% 1168
2023
Q1 		$1.97K Hold
6
– – ﹤0.01% 1136
2022
Q4 		$1.98K Buy
+6
New +$2.18K ﹤0.01% 1092
2022
Q3 		– Sell
-5
Closed -$2K – 1345
2022
Q2 		$2K Buy
+5
New +$1.74K ﹤0.01% 1129

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

Clearstead Advisors's SAM Position: Q2 2026 in Review

Clearstead Advisors increased its Boston Beer (SAM) stake by 600% in Q2 2026, buying an estimated $6.08K and bringing the position to 35 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Clearstead Advisors first reported a position in SAM in Q2 2022 and has held it in 11 quarters since. The position peaked at $71.5K in Q3 2025. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Clearstead Advisors held 35 shares of Boston Beer worth $6.2K as of Q2 2026.
  • Clearstead Advisors bought 30 Boston Beer shares in Q2 2026, an estimated $6.08K.
  • Boston Beer made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2133 holding.
  • Clearstead Advisors first reported a position in Boston Beer in Q2 2022 and has held it in 11 quarters since.
  • Clearstead Advisors's Boston Beer position peaked at $71.5K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.