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EverSource Wealth Advisors’s Boston Beer SAM Stock Holding History

EverSource Wealth Advisors’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 		$39.5K Sell
223
-200
-47% -$40.6K ﹤0.01% 1931
2026
Q1 		$97.5K Buy
423
+80
+23% +$18K ﹤0.01% 1440
2025
Q4 		$66.9K Sell
343
-291
-46% -$60K ﹤0.01% 1551
2025
Q3 		$134K Buy
634
+623
+5,664% +$133K 0.01% 1113
2025
Q2 		$2.1K Buy
11
+9
+450% +$2.07K ﹤0.01% 3497
2025
Q1 		$478 Sell
2
-91
-98% -$22.2K ﹤0.01% 3472
2024
Q4 		$27.9K Buy
93
+89
+2,225% +$26.9K ﹤0.01% 1459
2024
Q3 		$1.16K Sell
4
-3
-43% -$836 ﹤0.01% 2692
2024
Q2 		$1.96K Buy
+7
New +$2K ﹤0.01% 2552
2023
Q4 		– Sell
-4
Closed -$1.56K – 2729
2023
Q3 		$1.56K Sell
4
-72
-95% -$25.2K ﹤0.01% 2084
2023
Q2 		$23.4K Buy
76
+72
+1,800% +$23.2K ﹤0.01% 1092
2023
Q1 		$1.31K Buy
+4
New +$1.38K ﹤0.01% 2053
2022
Q1 		– Sell
-5
Closed -$3K – 1825
2021
Q4 		$3K Buy
+5
New +$2.5K ﹤0.01% 1454

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

EverSource Wealth Advisors's SAM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Boston Beer (SAM) stake by 47% in Q2 2026, selling an estimated $40.6K and leaving 223 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

EverSource Wealth Advisors first reported a position in SAM in Q4 2021 and has held it in 13 quarters since. The position peaked at $134K in Q3 2025. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • EverSource Wealth Advisors held 223 shares of Boston Beer worth $39.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 200 Boston Beer shares in Q2 2026, an estimated $40.6K.
  • Boston Beer made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1931 holding.
  • EverSource Wealth Advisors first reported a position in Boston Beer in Q4 2021 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Boston Beer position peaked at $134K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.