GRP
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Global Retirement Partners’s Boston Beer SAM Stock Holding History

Global Retirement 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
2025
Q4 		$41.2K Sell
211
-67
-24% -$13.8K ﹤0.01% 2465
2025
Q3 		$58.8K Buy
278
+1
+0.4% +$213 ﹤0.01% 1806
2025
Q2 		$52.9K Buy
+277
New +$63.8K ﹤0.01% 1742
2024
Q4 		$83.1K Buy
277
+1
+0.4% +$302 ﹤0.01% 1367
2024
Q3 		$79.8K Hold
276
– – ﹤0.01% 1341
2024
Q2 		$84.2K Sell
276
-1
-0.4% -$286 ﹤0.01% 1288
2024
Q1 		$84.3K Sell
277
-1
-0.4% -$334 ﹤0.01% 1157
2023
Q4 		$99.8K Sell
278
-1
-0.4% -$351 ﹤0.01% 1042
2023
Q3 		$106K Buy
279
+202
+262% +$70.8K 0.01% 910
2023
Q2 		$23.8K Buy
77
+1
+1% +$322 ﹤0.01% 1604
2023
Q1 		$23.1K Buy
76
+66
+660% +$22.7K ﹤0.01% 1570
2022
Q4 		$3.29K Hold
10
– – ﹤0.01% 2175
2022
Q3 		$4K Buy
+10
New +$3.46K ﹤0.01% 2032

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Global Retirement Partners's SAM Position: Q4 2025 in Review

Global Retirement Partners reduced its Boston Beer (SAM) stake by 24% in Q4 2025, selling an estimated $13.8K and leaving 211 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

Global Retirement Partners first reported a position in SAM in Q3 2022 and has held it in 13 quarters since. The position peaked at $106K in Q3 2023. 345 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

  • Global Retirement Partners held 211 shares of Boston Beer worth $41.2K as of Q4 2025.
  • Global Retirement Partners sold 67 Boston Beer shares in Q4 2025, an estimated $13.8K.
  • Boston Beer made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2465 holding.
  • Global Retirement Partners first reported a position in Boston Beer in Q3 2022 and has held it in 13 quarters since.
  • Global Retirement Partners's Boston Beer position peaked at $106K in Q3 2023.
  • 345 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.