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Mount Yale Investment Advisors’s Boston Beer SAM Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-260
Closed -$49.6K – 1428
2025
Q2 		$49.6K Buy
+260
New +$59.8K ﹤0.01% 818

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's SAM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Boston Beer (SAM) in Q3 2025, closing a stake of 260 shares — an estimated $49.6K sold.

Mount Yale Investment Advisors first reported a position in SAM in Q2 2025 and held it in 1 quarter. The position peaked at $49.6K in Q2 2025. 355 funds tracked by Wall St. Rank hold SAM as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Boston Beer position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 260 Boston Beer shares in Q3 2025, an estimated $49.6K.
  • Mount Yale Investment Advisors first reported a position in Boston Beer in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Boston Beer position peaked at $49.6K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held Boston Beer as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.