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Sequoia Financial Advisors’s Boston Beer SAM Stock Holding History

Sequoia Financial 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
2026
Q2 		– Sell
-4,120
Closed -$949K – 2238
2026
Q1 		$949K Buy
4,120
+1,599
+63% +$360K 0.01% 924
2025
Q4 		$492K Buy
2,521
+208
+9% +$42.9K ﹤0.01% 1286
2025
Q3 		$489K Buy
+2,313
New +$492K ﹤0.01% 1147
2021
Q3 		– Sell
-251
Closed -$256K – 410
2021
Q2 		$256K Sell
251
-19
-7% -$21.3K 0.01% 407
2021
Q1 		$326K Buy
270
+20
+8% +$21K 0.01% 324
2020
Q4 		$249K Sell
250
-10
-4% -$9.6K 0.01% 352
2020
Q3 		$230K Buy
+260
New +$205K 0.01% 347

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sequoia Financial Advisors's SAM Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 4,120 shares — an estimated $949K sold.

Sequoia Financial Advisors first reported a position in SAM in Q3 2020 and held it in 7 quarters. The position peaked at $949K in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,120 Boston Beer shares in Q2 2026, an estimated $949K.
  • Sequoia Financial Advisors first reported a position in Boston Beer in Q3 2020 and held it in 7 quarters.
  • Sequoia Financial Advisors's Boston Beer position peaked at $949K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.