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INTECH Investment Management’s Boston Beer SAM Stock Holding History

INTECH Investment Management’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 		$437K Sell
2,470
-155
-6% -$31.4K ﹤0.01% 1402
2026
Q1 		$605K Buy
+2,625
New +$590K 0.01% 1248
2025
Q3 		– Sell
-2,909
Closed -$555K – 2507
2025
Q2 		$555K Sell
2,909
-5,188
-64% -$1.19M 0.01% 1553
2025
Q1 		$1.93M Buy
8,097
+6,076
+301% +$1.48M 0.02% 768
2024
Q4 		$606K Buy
2,021
+461
+30% +$139K 0.01% 1445
2024
Q3 		$451K Sell
1,560
-1,172
-43% -$327K 0.01% 1287
2024
Q2 		$833K Buy
+2,732
New +$782K 0.01% 670
2024
Q1 		– Sell
-2,230
Closed -$771K – 748
2023
Q4 		$771K Buy
2,230
+380
+21% +$133K 0.01% 473
2023
Q3 		$721K Sell
1,850
-97
-5% -$34K 0.01% 516
2023
Q2 		$601K Buy
+1,947
New +$626K 0.01% 562

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

INTECH Investment Management's SAM Position: Q2 2026 in Review

INTECH Investment Management reduced its Boston Beer (SAM) stake by 5.9% in Q2 2026, selling an estimated $31.4K and leaving 2,470 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

INTECH Investment Management first reported a position in SAM in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.93M in Q1 2025. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • INTECH Investment Management held 2,470 shares of Boston Beer worth $437K as of Q2 2026.
  • INTECH Investment Management sold 155 Boston Beer shares in Q2 2026, an estimated $31.4K.
  • Boston Beer made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1402 holding.
  • INTECH Investment Management first reported a position in Boston Beer in Q2 2023 and has held it in 10 quarters since.
  • INTECH Investment Management's Boston Beer position peaked at $1.93M in Q1 2025.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.