Envestnet Asset Management
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Envestnet Asset Management’s Boston Beer SAM Stock Holding History

Envestnet Asset Management’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 		$742K Buy
4,190
+840
+25% +$170K ﹤0.01% 3817
2026
Q1 		$772K Buy
3,350
+289
+9% +$65K ﹤0.01% 3626
2025
Q4 		$597K Sell
3,061
-1,289
-30% -$266K ﹤0.01% 3584
2025
Q3 		$920K Sell
4,350
-2,902
-40% -$617K ﹤0.01% 3374
2025
Q2 		$1.38M Sell
7,252
-665
-8% -$153K ﹤0.01% 3056
2025
Q1 		$1.89M Buy
7,917
+2,531
+47% +$617K ﹤0.01% 2774
2024
Q4 		$1.62M Sell
5,386
-360
-6% -$109K ﹤0.01% 2830
2024
Q3 		$1.66M Buy
5,746
+84
+1% +$23.4K ﹤0.01% 2790
2024
Q2 		$1.73M Sell
5,662
-10,032
-64% -$2.87M ﹤0.01% 2682
2024
Q1 		$4.78M Sell
15,694
-267
-2% -$89.1K ﹤0.01% 2008
2023
Q4 		$5.52M Sell
15,961
-268
-2% -$94K ﹤0.01% 1823
2023
Q3 		$6.32M Buy
16,229
+5,418
+50% +$1.9M ﹤0.01% 1655
2023
Q2 		$3.33M Buy
10,811
+500
+5% +$161K ﹤0.01% 1950
2023
Q1 		$3.39M Sell
10,311
-10,325
-50% -$3.55M ﹤0.01% 1869
2022
Q4 		$6.8M Sell
20,636
-1,075
-5% -$390K ﹤0.01% 1430
2022
Q3 		$7.03M Sell
21,711
-694
-3% -$240K ﹤0.01% 1331
2022
Q2 		$6.79M Buy
22,405
+2,894
+15% +$1.01M ﹤0.01% 1354
2022
Q1 		$7.58M Buy
19,511
+16,972
+668% +$7.08M ﹤0.01% 1377
2021
Q4 		$1.28M Buy
2,539
+732
+41% +$366K ﹤0.01% 2459
2021
Q3 		$921K Sell
1,807
-2,721
-60% -$1.85M ﹤0.01% 2603
2021
Q2 		$4.62M Buy
4,528
+104
+2% +$117K ﹤0.01% 1564
2021
Q1 		$5.34M Buy
4,424
+831
+23% +$872K ﹤0.01% 1382
2020
Q4 		$3.57M Sell
3,593
-524
-13% -$503K ﹤0.01% 1435
2020
Q3 		$3.64M Buy
4,117
+78
+2% +$61.6K ﹤0.01% 1318
2020
Q2 		$2.17M Buy
4,039
+2,099
+108% +$1.02M ﹤0.01% 1525
2020
Q1 		$713K Sell
1,940
-356
-16% -$132K ﹤0.01% 2014
2019
Q4 		$868K Sell
2,296
-3,142
-58% -$1.18M ﹤0.01% 2117
2019
Q3 		$1.98M Buy
5,438
+836
+18% +$329K ﹤0.01% 1548
2019
Q2 		$1.74M Buy
4,602
+1,930
+72% +$611K ﹤0.01% 1639
2019
Q1 		$788K Sell
2,672
-274
-9% -$75K ﹤0.01% 2038
2018
Q4 		$710K Buy
+2,946
New +$824K ﹤0.01% 1936
2018
Q3 		– Sell
-95
Closed -$28K – 2349
2018
Q2 		$28K Hold
95
– – ﹤0.01% 2349
2018
Q1 		$18K Sell
95
-14
-13% -$2.58K ﹤0.01% 2397
2017
Q4 		$21K Sell
109
-4
-4% -$715 ﹤0.01% 2515
2017
Q3 		$17K Sell
113
-1,530
-93% -$224K ﹤0.01% 2519
2017
Q2 		$217K Sell
1,643
-60
-4% -$8.39K ﹤0.01% 1844
2017
Q1 		$246K Sell
1,703
-758
-31% -$119K ﹤0.01% 1834
2016
Q4 		$418K Sell
2,461
-84
-3% -$13.9K ﹤0.01% 1587
2016
Q3 		$395K Buy
2,545
+758
+42% +$132K ﹤0.01% 1700
2016
Q2 		$306K Sell
1,787
-1,303
-42% -$211K ﹤0.01% 1877
2016
Q1 		$572K Sell
3,090
-83
-3% -$15.1K ﹤0.01% 1579
2015
Q4 		$641K Buy
3,173
+182
+6% +$39.9K ﹤0.01% 1495
2015
Q3 		$630K Sell
2,991
-1,879
-39% -$416K ﹤0.01% 1492
2015
Q2 		$1.13M Buy
4,870
+296
+6% +$76.1K 0.01% 1342
2015
Q1 		$1.22M Buy
4,574
+4,554
+22,770% +$1.32M 0.01% 1212
2014
Q4 		$6K Sell
20
-1,518
-99% -$385K ﹤0.01% 2086
2014
Q3 		$341K Buy
1,538
+1,472
+2,230% +$329K ﹤0.01% 895
2014
Q2 		$15K Buy
+66
New +$15K ﹤0.01% 1868
2014
Q1 		– Sell
-41
Closed -$10K – 2629
2013
Q4 		$10K Buy
+41
New +$9.84K ﹤0.01% 1753
2013
Q3 		– Sell
-44
Closed -$8K – 2481
2013
Q2 		$8K Buy
+44
New +$6.98K ﹤0.01% 1750

Other funds holding SAM

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Envestnet Asset Management's SAM Position: Q2 2026 in Review

Envestnet Asset Management increased its Boston Beer (SAM) stake by 25% in Q2 2026, buying an estimated $170K and bringing the position to 4,190 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #3817.

Envestnet Asset Management first reported a position in SAM in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.58M in Q1 2022. 110 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Envestnet Asset Management held 4,190 shares of Boston Beer worth $742K as of Q2 2026.
  • Envestnet Asset Management bought 840 Boston Beer shares in Q2 2026, an estimated $170K.
  • Boston Beer made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3817 holding.
  • Envestnet Asset Management first reported a position in Boston Beer in Q2 2013 and has held it in 50 quarters since.
  • Envestnet Asset Management's Boston Beer position peaked at $7.58M in Q1 2022.
  • 110 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.