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 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 $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's SAM Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Boston Beer (SAM) in Q1 2026: 1,185 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #1398 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in SAM as recently as Q3 2015.

United Capital Financial Advisors first reported a position in SAM in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.04M in Q4 2014. 366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

United Capital Financial Advisors held 1,185 shares of Boston Beer worth $273K as of Q1 2026.
Boston Beer was a new United Capital Financial Advisors position in Q1 2026.
Boston Beer made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1398 holding.
United Capital Financial Advisors first reported a position in Boston Beer in Q2 2013 and has held it in 10 quarters since.
United Capital Financial Advisors's Boston Beer position peaked at $1.04M in Q4 2014.
366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.