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Rise Advisors’s Boston Beer SAM Stock Holding History

Rise 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
-3
Closed -$572 – 1598
2025
Q2 		$572 Buy
+3
New +$691 ﹤0.01% 1384
2024
Q2 		– Sell
-3
Closed -$913 – 1265
2024
Q1 		$913 Hold
3
– – ﹤0.01% 1185
2023
Q4 		$1.04K Hold
3
– – ﹤0.01% 518
2023
Q3 		$1.17K Hold
3
– – ﹤0.01% 519
2023
Q2 		$925 Hold
3
– – ﹤0.01% 581
2023
Q1 		$986 Hold
3
– – ﹤0.01% 661
2022
Q4 		$989 Hold
3
– – ﹤0.01% 653
2022
Q3 		$1K Hold
3
– – ﹤0.01% 671
2022
Q2 		$1K Hold
3
– – ﹤0.01% 670
2022
Q1 		$1K Hold
3
– – ﹤0.01% 631
2021
Q4 		$1.51K Buy
+3
New +$1.5K ﹤0.01% 565

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

Rise Advisors's SAM Position: Q3 2025 in Review

Rise Advisors sold out of Boston Beer (SAM) in Q3 2025, closing a stake of 3 shares — an estimated $572 sold.

Rise Advisors first reported a position in SAM in Q4 2021 and held it in 11 quarters. The position peaked at $1.51K in Q4 2021. 355 funds tracked by Wall St. Rank hold SAM as of Q3 2025.

  • Rise Advisors reported no remaining Boston Beer position as of Q3 2025 after selling out during the quarter.
  • Rise Advisors sold 3 Boston Beer shares in Q3 2025, an estimated $572.
  • Rise Advisors first reported a position in Boston Beer in Q4 2021 and held it in 11 quarters.
  • Rise Advisors's Boston Beer position peaked at $1.51K in Q4 2021.
  • 355 funds tracked by Wall St. Rank held Boston Beer as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.