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Focus Partners Advisor Solutions’s Boston Beer SAM Stock Holding History

Focus Partners Advisor Solutions’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
-1,528
Closed -$352K – 1397
2026
Q1 		$352K Buy
+1,528
New +$344K ﹤0.01% 914
2025
Q4 		– Sell
-2,017
Closed -$412K – 1234
2025
Q3 		$412K Buy
+2,017
New +$429K ﹤0.01% 801

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

Focus Partners Advisor Solutions's SAM Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 1,528 shares — an estimated $352K sold.

Focus Partners Advisor Solutions first reported a position in SAM in Q3 2025 and held it in 2 quarters. The position peaked at $412K in Q3 2025. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Focus Partners Advisor Solutions reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 1,528 Boston Beer shares in Q2 2026, an estimated $352K.
  • Focus Partners Advisor Solutions first reported a position in Boston Beer in Q3 2025 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's Boston Beer position peaked at $412K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.