Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Boston Beer SAM Stock Holding History

Wealth Enhancement Advisory Services’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 		$976K Sell
5,519
-3,806
-41% -$772K ﹤0.01% 2087
2026
Q1 		$1.88M Buy
9,325
+2,135
+30% +$480K ﹤0.01% 1423
2025
Q4 		$1.46M Sell
7,190
-3,846
-35% -$793K ﹤0.01% 1714
2025
Q3 		$2.44M Buy
11,036
+9,014
+446% +$1.92M ﹤0.01% 1333
2025
Q2 		$407K Buy
2,022
+448
+28% +$103K ﹤0.01% 2381
2025
Q1 		$376K Sell
1,574
-5,368
-77% -$1.31M ﹤0.01% 2260
2024
Q4 		$2.08M Buy
6,942
+1,228
+21% +$371K ﹤0.01% 1171
2024
Q3 		$1.65M Buy
5,714
+4,546
+389% +$1.27M ﹤0.01% 1150
2024
Q2 		$356K Buy
1,168
+227
+24% +$65K ﹤0.01% 1866
2024
Q1 		$286K Buy
941
+133
+16% +$44.4K ﹤0.01% 1946
2023
Q4 		$279K Buy
808
+63
+8% +$22.1K ﹤0.01% 1865
2023
Q3 		$290K Buy
+745
New +$261K ﹤0.01% 1761
2021
Q2 		– Sell
-2,199
Closed -$2.69M – 306
2021
Q1 		$2.69M Buy
2,199
+38
+2% +$39.9K 0.05% 128
2020
Q4 		$1.96M Buy
2,161
+650
+43% +$624K 0.04% 123
2020
Q3 		$1.43M Buy
+1,511
New +$1.19M 0.04% 171

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

Wealth Enhancement Advisory Services's SAM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Boston Beer (SAM) stake by 41% in Q2 2026, selling an estimated $772K and leaving 5,519 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Wealth Enhancement Advisory Services first reported a position in SAM in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.69M in Q1 2021. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,519 shares of Boston Beer worth $976K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 3,806 Boston Beer shares in Q2 2026, an estimated $772K.
  • Boston Beer made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2087 holding.
  • Wealth Enhancement Advisory Services first reported a position in Boston Beer in Q3 2020 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Boston Beer position peaked at $2.69M in Q1 2021.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.