CFO
SAM icon

CVA Family Office’s Boston Beer SAM Stock Holding History

CVA Family Office’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
-9
Closed -$2.07K – 1875
2026
Q1 		$2.07K Buy
+9
New +$2.02K ﹤0.01% 1513
2025
Q4 		– Sell
-7
Closed -$1.48K – 1356
2025
Q3 		$1.48K Buy
+7
New +$1.49K ﹤0.01% 1051
2025
Q1 		– Sell
-6
Closed -$1.8K – 1457
2024
Q4 		$1.8K Buy
6
+2
+50% +$604 ﹤0.01% 1005
2024
Q3 		$1.16K Buy
4
+1
+33% +$279 ﹤0.01% 1055
2024
Q2 		$915 Buy
+3
New +$859 ﹤0.01% 1089

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

CVA Family Office's SAM Position: Q2 2026 in Review

CVA Family Office sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 9 shares — an estimated $2.07K sold.

CVA Family Office first reported a position in SAM in Q2 2024 and held it in 5 quarters. The position peaked at $2.07K in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • CVA Family Office reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • CVA Family Office sold 9 Boston Beer shares in Q2 2026, an estimated $2.07K.
  • CVA Family Office first reported a position in Boston Beer in Q2 2024 and held it in 5 quarters.
  • CVA Family Office's Boston Beer position peaked at $2.07K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.