Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Boston Beer SAM Stock Holding History

Kovitz Investment Group 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 		– Sell
-1,179
Closed -$249K – 1150
2025
Q3 		$249K Buy
+1,179
New +$251K ﹤0.01% 1265

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Kovitz Investment Group Partners's SAM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 1,179 shares — an estimated $249K sold.

Kovitz Investment Group Partners first reported a position in SAM in Q3 2025 and held it in 1 quarter. The position peaked at $249K in Q3 2025. 347 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,179 Boston Beer shares in Q4 2025, an estimated $249K.
  • Kovitz Investment Group Partners first reported a position in Boston Beer in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Boston Beer position peaked at $249K in Q3 2025.
  • 347 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.