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
Q3 		$1.22M Buy
7,117
+1,598
+29% +$283K ﹤0.01% 2042
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's SAM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Boston Beer (SAM) stake by 29% in Q3 2026, buying an estimated $283K and bringing the position to 7,117 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Wealth Enhancement Advisory Services first reported a position in SAM in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.69M in Q1 2021. 85 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,117 shares of Boston Beer worth $1.22M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,598 Boston Beer shares in Q3 2026, an estimated $283K.
  • Boston Beer made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2042 holding.
  • Wealth Enhancement Advisory Services first reported a position in Boston Beer in Q3 2020 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Boston Beer position peaked at $2.69M in Q1 2021.
  • 85 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.