Focus Partners Wealth
SAM icon

Focus Partners Wealth’s Boston Beer SAM Stock Holding History

Focus Partners Wealth’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 		$875K Sell
4,939
-6,151
-55% -$1.25M ﹤0.01% 1700
2026
Q1 		$2.58M Buy
11,090
+7,119
+179% +$1.6M ﹤0.01% 1201
2025
Q4 		$775K Sell
3,971
-928
-19% -$191K ﹤0.01% 1747
2025
Q3 		$897K Buy
4,899
+3,775
+336% +$803K ﹤0.01% 1331
2025
Q2 		$214K Buy
1,124
+199
+22% +$45.8K ﹤0.01% 1834
2025
Q1 		$221K Sell
925
-1,338
-59% -$326K ﹤0.01% 1711
2024
Q4 		$679K Buy
2,263
+379
+20% +$114K ﹤0.01% 1202
2024
Q3 		$545K Buy
+1,884
New +$525K ﹤0.01% 1122

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 Wealth's SAM Position: Q2 2026 in Review

Focus Partners Wealth reduced its Boston Beer (SAM) stake by 55% in Q2 2026, selling an estimated $1.25M and leaving 4,939 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Focus Partners Wealth first reported a position in SAM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.58M in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Focus Partners Wealth held 4,939 shares of Boston Beer worth $875K as of Q2 2026.
  • Focus Partners Wealth sold 6,151 Boston Beer shares in Q2 2026, an estimated $1.25M.
  • Boston Beer made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1700 holding.
  • Focus Partners Wealth first reported a position in Boston Beer in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Boston Beer position peaked at $2.58M in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.