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Valued Wealth Advisors’s Boston Beer SAM Stock Holding History

Valued 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 		$1.24K Sell
7
-15
-68% -$3.04K ﹤0.01% 748
2026
Q1 		$5.07K Buy
+22
New +$4.95K ﹤0.01% 399

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

Valued Wealth Advisors's SAM Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Boston Beer (SAM) stake by 68% in Q2 2026, selling an estimated $3.04K and leaving 7 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Valued Wealth Advisors first reported a position in SAM in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.07K in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Valued Wealth Advisors held 7 shares of Boston Beer worth $1.24K as of Q2 2026.
  • Valued Wealth Advisors sold 15 Boston Beer shares in Q2 2026, an estimated $3.04K.
  • Boston Beer made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #748 holding.
  • Valued Wealth Advisors first reported a position in Boston Beer in Q1 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's Boston Beer position peaked at $5.07K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.