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Fortis Group Advisors’s Boston Beer SAM Stock Holding History

Fortis Group 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 		$2.65K Hold
15
– – ﹤0.01% 484
2026
Q1 		$3.46K Hold
15
– – ﹤0.01% 460
2025
Q4 		$2.93K Hold
15
– – ﹤0.01% 470
2025
Q3 		$3.17K Hold
15
– – ﹤0.01% 429
2025
Q2 		$2.86K Hold
15
– – ﹤0.01% 426
2025
Q1 		$3.58K Hold
15
– – ﹤0.01% 378
2024
Q4 		$4.5K Hold
15
– – ﹤0.01% 373
2024
Q3 		$4.34K Hold
15
– – ﹤0.01% 364
2024
Q2 		$4.58K Hold
15
– – ﹤0.01% 360
2024
Q1 		$4.57K Sell
15
-15
-50% -$5K ﹤0.01% 380
2023
Q4 		$10.4K Buy
30
+15
+100% +$5.26K ﹤0.01% 295
2023
Q3 		$5.84K Buy
+15
New +$5.26K ﹤0.01% 274
2020
Q3 		$13K Buy
+15
New +$11.8K ﹤0.01% 269

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

Fortis Group Advisors's SAM Position: Q2 2026 in Review

Fortis Group Advisors held its Boston Beer (SAM) position steady in Q2 2026 at 15 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Fortis Group Advisors first reported a position in SAM in Q3 2020 and has held it in 13 quarters since. The position peaked at $13K in Q3 2020. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Fortis Group Advisors held 15 shares of Boston Beer worth $2.65K as of Q2 2026.
  • Fortis Group Advisors left its Boston Beer share count unchanged in Q2 2026.
  • Boston Beer made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #484 holding.
  • Fortis Group Advisors first reported a position in Boston Beer in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Boston Beer position peaked at $13K in Q3 2020.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

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