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ORG Partners’s Boston Beer SAM Stock Holding History

ORG 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 		$31.2K Hold
160
– – 0.01% 684
2025
Q3 		$33.8K Hold
160
– – 0.01% 670
2025
Q2 		$31.9K Hold
160
– – 0.01% 649
2025
Q1 		$39K Hold
160
– – 0.01% 539
2024
Q4 		$48K Hold
160
– – 0.01% 558
2024
Q3 		$46.3K Hold
160
– – 0.01% 527
2024
Q2 		$48.3K Buy
+160
New +$45.8K 0.01% 798
2024
Q1 		– Sell
-160
Closed -$55.3K – 975
2023
Q4 		$55.3K Hold
160
– – 0.01% 501
2023
Q3 		$62.3K Hold
160
– – 0.02% 492
2023
Q2 		$49.5K Buy
+160
New +$51.5K 0.01% 663

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORG Partners's SAM Position: Q4 2025 in Review

ORG Partners held its Boston Beer (SAM) position steady in Q4 2025 at 160 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #684.

ORG Partners first reported a position in SAM in Q2 2023 and has held it in 10 quarters since. The position peaked at $62.3K in Q3 2023. 345 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

  • ORG Partners held 160 shares of Boston Beer worth $31.2K as of Q4 2025.
  • ORG Partners left its Boston Beer share count unchanged in Q4 2025.
  • Boston Beer made up 0.01% of ORG Partners's portfolio in Q4 2025, its #684 holding.
  • ORG Partners first reported a position in Boston Beer in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's Boston Beer position peaked at $62.3K in Q3 2023.
  • 345 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.