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Sage Private Wealth Group’s Boston Beer SAM Stock Holding History

Sage Private Wealth Group’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
2026
Q2 		$281K Buy
1,589
+352
+28% +$71.4K 0.13% 83
2026
Q1 		$285K Sell
1,237
-63
-5% -$14.2K 0.14% 80
2025
Q4 		$254K Sell
1,300
-263
-17% -$54.2K 0.14% 83
2025
Q3 		$330K Buy
1,563
+28
+2% +$5.96K 0.18% 77
2025
Q2 		$293K Buy
+1,535
New +$353K 0.19% 73
2025
Q1 		– Sell
-787
Closed -$236K – 93
2024
Q4 		$236K Sell
787
-28
-3% -$8.45K 0.18% 75
2024
Q3 		$236K Buy
815
+23
+3% +$6.41K 0.19% 82
2024
Q2 		$242K Buy
792
+34
+4% +$9.74K 0.2% 77
2024
Q1 		$231K Buy
+758
New +$253K 0.18% 76
2022
Q4 		– Sell
-423
Closed -$137K – 154
2022
Q3 		$137K Buy
423
+4
+1% +$1.38K 0.18% 61
2022
Q2 		$127K Sell
419
-19
-4% -$6.61K 0.18% 61
2022
Q1 		$170K Buy
438
+17
+4% +$7.09K 0.17% 57
2021
Q4 		$212K Buy
421
+96
+30% +$47.9K 0.26% 46
2021
Q3 		$166K Sell
325
-5
-2% -$3.4K 0.23% 51
2021
Q2 		$337K Hold
330
– – 0.46% 25
2021
Q1 		$398K Sell
330
-36
-10% -$37.8K 0.69% 17
2020
Q4 		$364K Buy
+366
New +$351K 1.02% 17

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
EP
Edgestream Partners Princeton, New Jersey $3.37B AUM 20.71% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sage Private Wealth Group's SAM Position: Q2 2026 in Review

Sage Private Wealth Group increased its Boston Beer (SAM) stake by 28% in Q2 2026, buying an estimated $71.4K and bringing the position to 1,589 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #83.

Sage Private Wealth Group first reported a position in SAM in Q4 2020 and has held it in 17 quarters since. The position peaked at $398K in Q1 2021. 171 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Sage Private Wealth Group held 1,589 shares of Boston Beer worth $281K as of Q2 2026.
  • Sage Private Wealth Group bought 352 Boston Beer shares in Q2 2026, an estimated $71.4K.
  • Boston Beer made up 0.13% of Sage Private Wealth Group's portfolio in Q2 2026, its #83 holding.
  • Sage Private Wealth Group first reported a position in Boston Beer in Q4 2020 and has held it in 17 quarters since.
  • Sage Private Wealth Group's Boston Beer position peaked at $398K in Q1 2021.
  • 171 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.