HWP
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Highline Wealth Partners’s Boston Beer SAM Stock Holding History

Highline Wealth 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
2026
Q2 		$9.56K Buy
54
+14
+35% +$2.84K ﹤0.01% 622
2026
Q1 		$9.22K Buy
+40
New +$8.99K ﹤0.01% 484

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

Highline Wealth Partners's SAM Position: Q2 2026 in Review

Highline Wealth Partners increased its Boston Beer (SAM) stake by 35% in Q2 2026, buying an estimated $2.84K and bringing the position to 54 shares worth $9.56K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Highline Wealth Partners first reported a position in SAM in Q1 2026 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Highline Wealth Partners held 54 shares of Boston Beer worth $9.56K as of Q2 2026.
  • Highline Wealth Partners bought 14 Boston Beer shares in Q2 2026, an estimated $2.84K.
  • Boston Beer made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #622 holding.
  • Highline Wealth Partners first reported a position in Boston Beer in Q1 2026 and has held it in 2 quarters since.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.