GPS Wealth Strategies Group’s Boston Beer SAM Stock Holding History

GPS Wealth Strategies Group’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	–	Sell	-20	Closed	-$4.23K	–	1375
2025 Q3	$4.23K	Hold	20	–	–	﹤0.01%	1300
2025 Q2	$3.82K	Hold	20	–	–	﹤0.01%	1259
2025 Q1	$4.78K	Hold	20	–	–	﹤0.01%	1166
2024 Q4	$6K	Hold	20	–	–	﹤0.01%	1056
2024 Q3	$5.78K	Hold	20	–	–	﹤0.01%	1069
2024 Q2	$6.1K	Hold	20	–	–	﹤0.01%	1025
2024 Q1	$6.09K	Hold	20	–	–	﹤0.01%	965
2023 Q4	$6.91K	Hold	20	–	–	﹤0.01%	914
2023 Q3	$7.79K	Buy	+20	New	+$7.01K	﹤0.01%	887
2021 Q3	–	Sell	-335	Closed	-$342K	–	1061
2021 Q2	$342K	Buy	335 +41	+14%	+$46K	0.09%	148
2021 Q1	$354K	Buy	294 +47	+19%	+$49.3K	0.1%	127
2020 Q4	$246K	Buy	+247	New	+$237K	0.09%	151

Other funds holding SAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

GPS Wealth Strategies Group's SAM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 20 shares — an estimated $4.23K sold.

GPS Wealth Strategies Group first reported a position in SAM in Q4 2020 and held it in 12 quarters. The position peaked at $354K in Q1 2021. 348 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 20 Boston Beer shares in Q4 2025, an estimated $4.23K.
GPS Wealth Strategies Group first reported a position in Boston Beer in Q4 2020 and held it in 12 quarters.
GPS Wealth Strategies Group's Boston Beer position peaked at $354K in Q1 2021.
348 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.