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Ruedi Wealth Management’s Boston Beer SAM Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-10
Closed -$2.39K – 268
2025
Q1 		$2.39K Hold
10
– – ﹤0.01% 253
2024
Q4 		$3K Hold
10
– – ﹤0.01% 246
2024
Q3 		$2.89K Hold
10
– – ﹤0.01% 254
2024
Q2 		$3.05K Hold
10
– – ﹤0.01% 291
2024
Q1 		$3.04K Hold
10
– – ﹤0.01% 221
2023
Q4 		$3.46K Hold
10
– – ﹤0.01% 189
2023
Q3 		$3.9K Hold
10
– – ﹤0.01% 165
2023
Q2 		$3.08K Hold
10
– – ﹤0.01% 177
2023
Q1 		$3.29K Hold
10
– – ﹤0.01% 207
2022
Q4 		$3.29K Buy
+10
New +$3.63K ﹤0.01% 195

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ruedi Wealth Management's SAM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Boston Beer (SAM) in Q2 2025, closing a stake of 10 shares — an estimated $2.39K sold.

Ruedi Wealth Management first reported a position in SAM in Q4 2022 and held it in 10 quarters. The position peaked at $3.9K in Q3 2023. 348 funds tracked by Wall St. Rank hold SAM as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Boston Beer position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 10 Boston Beer shares in Q2 2025, an estimated $2.39K.
  • Ruedi Wealth Management first reported a position in Boston Beer in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Boston Beer position peaked at $3.9K in Q3 2023.
  • 348 funds tracked by Wall St. Rank held Boston Beer as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.