United Capital Financial Advisors’s Boston Beer SAM Stock Holding History

United Capital 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	-1,185	Closed	-$273K	–	1718
2026 Q1	$273K	Buy	+1,185	New	+$266K	﹤0.01%	1398
2015 Q4	–	Sell	-2,742	Closed	-$577K	–	1280
2015 Q3	$577K	Sell	2,742 -270	-9%	-$59.7K	0.01%	845
2015 Q2	$699K	Sell	3,012 -308	-9%	-$79.2K	0.01%	809
2015 Q1	$823K	Sell	3,320 -286	-8%	-$82.9K	0.01%	769
2014 Q4	$1.04M	Sell	3,606 -39	-1%	-$9.88K	0.02%	639
2014 Q3	$808K	Buy	+3,645	New	+$816K	0.01%	664
2014 Q2	–	Sell	-4,044	Closed	-$990K	–	903
2014 Q1	$990K	Buy	4,044 +204	+5%	+$46.5K	0.02%	496
2013 Q4	$928K	Sell	3,840 -139	-3%	-$33.4K	0.03%	343
2013 Q3	$972K	Sell	3,979 -458	-10%	-$94.7K	0.03%	351
2013 Q2	$757K	Buy	+4,437	New	+$704K	0.02%	444

Other funds holding SAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

United Capital Financial Advisors's SAM Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 1,185 shares — an estimated $273K sold.

United Capital Financial Advisors first reported a position in SAM in Q2 2013 and held it in 10 quarters. The position peaked at $1.04M in Q4 2014. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

United Capital Financial Advisors reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
United Capital Financial Advisors sold 1,185 Boston Beer shares in Q2 2026, an estimated $273K.
United Capital Financial Advisors first reported a position in Boston Beer in Q2 2013 and held it in 10 quarters.
United Capital Financial Advisors's Boston Beer position peaked at $1.04M in Q4 2014.
331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.