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Essential Partners’s Boston Beer SAM Stock Holding History

Essential 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 		$3.19K Sell
18
-70
-80% -$14.2K ﹤0.01% 1762
2026
Q1 		$20.3K Buy
88
+22
+33% +$4.95K 0.01% 921
2025
Q4 		$12.9K Sell
66
-215
-77% -$44.3K ﹤0.01% 1072
2025
Q3 		$59.4K Buy
+281
New +$59.8K 0.02% 556

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

Essential Partners's SAM Position: Q2 2026 in Review

Essential Partners reduced its Boston Beer (SAM) stake by 80% in Q2 2026, selling an estimated $14.2K and leaving 18 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Essential Partners first reported a position in SAM in Q3 2025 and has held it in 4 quarters since. The position peaked at $59.4K in Q3 2025. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Essential Partners held 18 shares of Boston Beer worth $3.19K as of Q2 2026.
  • Essential Partners sold 70 Boston Beer shares in Q2 2026, an estimated $14.2K.
  • Boston Beer made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1762 holding.
  • Essential Partners first reported a position in Boston Beer in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Boston Beer position peaked at $59.4K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.