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Heartwood Wealth Advisors’s Boston Beer SAM Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-9
Closed -$1.9K – 518
2025
Q3 		$1.9K Buy
+9
New +$1.92K ﹤0.01% 501

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 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

Heartwood Wealth Advisors's SAM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 9 shares — an estimated $1.9K sold.

Heartwood Wealth Advisors first reported a position in SAM in Q3 2025 and held it in 1 quarter. The position peaked at $1.9K in Q3 2025. 348 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 9 Boston Beer shares in Q4 2025, an estimated $1.9K.
  • Heartwood Wealth Advisors first reported a position in Boston Beer in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Boston Beer position peaked at $1.9K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.