AWM
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Abound Wealth Management’s Constellation Brands STZ Stock Holding History

Abound Wealth Management’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1K Sell
116
-3
-3% -$446 ﹤0.01% 405
2026
Q1 		$17.8K Buy
119
+4
+3% +$618 ﹤0.01% 423
2025
Q4 		$15.8K Sell
115
-128
-53% -$17.6K ﹤0.01% 412
2025
Q3 		$32.7K Buy
243
+188
+342% +$29.9K 0.01% 279
2025
Q2 		$8.95K Hold
55
– – ﹤0.01% 463
2025
Q1 		$10.1K Sell
55
-3
-5% -$545 ﹤0.01% 401
2024
Q4 		$12.8K Sell
58
-12
-17% -$2.85K ﹤0.01% 352
2024
Q3 		$18K Buy
70
+6
+9% +$1.49K 0.01% 314
2024
Q2 		$16.5K Hold
64
– – 0.01% 289
2024
Q1 		$17.4K Sell
64
-2
-3% -$506 0.01% 278
2023
Q4 		$16K Sell
66
-5
-7% -$1.19K 0.01% 306
2023
Q3 		$17.8K Buy
71
+2
+3% +$522 0.01% 232
2023
Q2 		$17K Buy
69
+8
+13% +$1.87K 0.01% 241
2023
Q1 		$13.8K Buy
61
+6
+11% +$1.33K 0.01% 250
2022
Q4 		$12.7K Hold
55
– – 0.01% 229
2022
Q3 		$12.6K Buy
+55
New +$13.4K 0.01% 255

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Abound Wealth Management's STZ Position: Q2 2026 in Review

Abound Wealth Management reduced its Constellation Brands (STZ) stake by 2.5% in Q2 2026, selling an estimated $446 and leaving 116 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Abound Wealth Management first reported a position in STZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $32.7K in Q3 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Abound Wealth Management held 116 shares of Constellation Brands worth $16.1K as of Q2 2026.
  • Abound Wealth Management sold 3 Constellation Brands shares in Q2 2026, an estimated $446.
  • Constellation Brands made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #405 holding.
  • Abound Wealth Management first reported a position in Constellation Brands in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Constellation Brands position peaked at $32.7K in Q3 2025.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.