Corient Private Wealth
SAM icon

Corient Private Wealth’s Boston Beer SAM Stock Holding History

Corient Private Wealth’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 		$628K Sell
3,549
-41,878
-92% -$8.49M ﹤0.01% 2074
2026
Q1 		$10.4M Buy
45,427
+42,491
+1,447% +$9.56M 0.01% 612
2025
Q4 		$573K Buy
2,936
+847
+41% +$175K ﹤0.01% 1798
2025
Q3 		$442K Sell
2,089
-53
-2% -$11.3K ﹤0.01% 1871
2025
Q2 		$409K Buy
2,142
+836
+64% +$192K ﹤0.01% 1810
2025
Q1 		$312K Buy
1,306
+487
+59% +$119K ﹤0.01% 1834
2024
Q4 		$246K Buy
+819
New +$247K ﹤0.01% 2003

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

Corient Private Wealth's SAM Position: Q2 2026 in Review

Corient Private Wealth reduced its Boston Beer (SAM) stake by 92% in Q2 2026, selling an estimated $8.49M and leaving 3,549 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Corient Private Wealth first reported a position in SAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Corient Private Wealth held 3,549 shares of Boston Beer worth $628K as of Q2 2026.
  • Corient Private Wealth sold 41,878 Boston Beer shares in Q2 2026, an estimated $8.49M.
  • Boston Beer made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2074 holding.
  • Corient Private Wealth first reported a position in Boston Beer in Q4 2024 and has held it in 7 quarters since.
  • Corient Private Wealth's Boston Beer position peaked at $10.4M in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.