Ritter Daniher Financial Advisory’s Boston Beer SAM Stock Holding History

Ritter Daniher Financial Advisory’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	-8	Closed	-$1.53K	–	472
2025 Q2	$1.53K	Hold	8	–	–	﹤0.01%	306
2025 Q1	$1.91K	Hold	8	–	–	﹤0.01%	283
2024 Q4	$2.4K	Hold	8	–	–	﹤0.01%	272
2024 Q3	$2.31K	Hold	8	–	–	﹤0.01%	279
2024 Q2	$2.44K	Hold	8	–	–	﹤0.01%	278
2024 Q1	$2.44K	Hold	8	–	–	﹤0.01%	271
2023 Q4	$2.77K	Hold	8	–	–	﹤0.01%	298
2023 Q3	$3.12K	Hold	8	–	–	﹤0.01%	289
2023 Q2	$2.47K	Hold	8	–	–	﹤0.01%	279
2023 Q1	$2.63K	Hold	8	–	–	﹤0.01%	247
2022 Q4	$2.64K	Hold	8	–	–	﹤0.01%	234
2022 Q3	$3K	Hold	8	–	–	﹤0.01%	212
2022 Q2	$2K	Hold	8	–	–	﹤0.01%	225
2022 Q1	$3K	Hold	8	–	–	﹤0.01%	215
2021 Q4	$4K	Buy	+8	New	+$4K	﹤0.01%	200

Other funds holding SAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ritter Daniher Financial Advisory's SAM Position: Q3 2025 in Review

Ritter Daniher Financial Advisory sold out of Boston Beer (SAM) in Q3 2025, closing a stake of 8 shares — an estimated $1.53K sold.

Ritter Daniher Financial Advisory first reported a position in SAM in Q4 2021 and held it in 15 quarters. The position peaked at $4K in Q4 2021. 357 funds tracked by Wall St. Rank hold SAM as of Q3 2025.

Ritter Daniher Financial Advisory reported no remaining Boston Beer position as of Q3 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 8 Boston Beer shares in Q3 2025, an estimated $1.53K.
Ritter Daniher Financial Advisory first reported a position in Boston Beer in Q4 2021 and held it in 15 quarters.
Ritter Daniher Financial Advisory's Boston Beer position peaked at $4K in Q4 2021.
357 funds tracked by Wall St. Rank held Boston Beer as of Q3 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2025, filed 3 Nov 2025.