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Twin Peaks Wealth Advisors’s Boston Beer SAM Stock Holding History

Twin Peaks Wealth 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
-24
Closed -$5.53K – 1811
2026
Q1 		$5.53K Buy
+24
New +$5.4K ﹤0.01% 1348
2025
Q3 		– Sell
-5
Closed -$1.1K – 1719
2025
Q2 		$1.1K Buy
+5
New +$1.15K ﹤0.01% 1752

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

Twin Peaks Wealth Advisors's SAM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 24 shares — an estimated $5.53K sold.

Twin Peaks Wealth Advisors first reported a position in SAM in Q2 2025 and held it in 2 quarters. The position peaked at $5.53K in Q1 2026. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 24 Boston Beer shares in Q2 2026, an estimated $5.53K.
  • Twin Peaks Wealth Advisors first reported a position in Boston Beer in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Boston Beer position peaked at $5.53K in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.