Elevation Wealth Partners’s Boston Beer SAM Stock Holding History

Elevation Wealth Partners’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	$2.66K	Buy	15 +8	+114%	+$1.62K	﹤0.01%	1157
2026 Q1	$1.61K	Buy	+7	New	+$1.57K	﹤0.01%	941
2025 Q3	–	Sell	-20	Closed	-$3.82K	–	879
2025 Q2	$3.82K	Hold	20	–	–	﹤0.01%	416
2025 Q1	$4.78K	Hold	20	–	–	﹤0.01%	404
2024 Q4	$6K	Hold	20	–	–	﹤0.01%	402
2024 Q3	$5.78K	Hold	20	–	–	﹤0.01%	384
2024 Q2	$6.1K	Hold	20	–	–	﹤0.01%	372
2024 Q1	$6.09K	Hold	20	–	–	﹤0.01%	381
2023 Q4	$7.79K	Hold	20	–	–	﹤0.01%	349
2023 Q3	$7.79K	Hold	20	–	–	0.01%	255
2023 Q2	$6.17K	Hold	20	–	–	0.01%	274
2023 Q1	$6.57K	Buy	+20	New	+$6.88K	0.01%	279

Other funds holding SAM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

SFCM

Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Elevation Wealth Partners's SAM Position: Q2 2026 in Review

Elevation Wealth Partners increased its Boston Beer (SAM) stake by 114% in Q2 2026, buying an estimated $1.62K and bringing the position to 15 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Elevation Wealth Partners first reported a position in SAM in Q1 2023 and has held it in 12 quarters since. The position peaked at $7.79K in Q4 2023. 84 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

Elevation Wealth Partners held 15 shares of Boston Beer worth $2.66K as of Q2 2026.
Elevation Wealth Partners bought 8 Boston Beer shares in Q2 2026, an estimated $1.62K.
Boston Beer made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1157 holding.
Elevation Wealth Partners first reported a position in Boston Beer in Q1 2023 and has held it in 12 quarters since.
Elevation Wealth Partners's Boston Beer position peaked at $7.79K in Q4 2023.
84 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.