SageView Advisory Group’s Boston Beer SAM Stock Holding History

SageView Advisory 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 Q1	–	Sell	-13	Closed	-$2.54K	–	2069
2025 Q4	$2.54K	Buy	+13	New	+$2.68K	﹤0.01%	2169

Other funds holding SAM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

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

SageView Advisory Group's SAM Position: Q1 2026 in Review

SageView Advisory Group sold out of Boston Beer (SAM) in Q1 2026, closing a stake of 13 shares — an estimated $2.54K sold.

SageView Advisory Group first reported a position in SAM in Q4 2025 and held it in 1 quarter. The position peaked at $2.54K in Q4 2025. 370 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

SageView Advisory Group reported no remaining Boston Beer position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 13 Boston Beer shares in Q1 2026, an estimated $2.54K.
SageView Advisory Group first reported a position in Boston Beer in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Boston Beer position peaked at $2.54K in Q4 2025.
370 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.