Activest Wealth Management’s Constellation Brands STZ Stock Holding History

Activest 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	$278	Sell	2 -4	-67%	-$595	﹤0.01%	1131
2026 Q1	$900	Buy	+6	New	+$927	﹤0.01%	1032
2025 Q4	–	Sell	-28	Closed	-$3.77K	–	1294
2025 Q3	$3.77K	Buy	28 +23	+460%	+$3.66K	﹤0.01%	693
2025 Q2	$813	Sell	5 -2	-29%	-$359	﹤0.01%	793
2025 Q1	$1.28K	Buy	+7	New	+$1.27K	﹤0.01%	731
2023 Q1	–	Sell	-19	Closed	-$4.4K	–	528
2022 Q4	$4.4K	Hold	19	–	–	﹤0.01%	364
2022 Q3	$4K	Buy	19 +8	+73%	+$1.95K	﹤0.01%	368
2022 Q2	$3K	Buy	+11	New	+$2.68K	﹤0.01%	309

Other funds holding STZ

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

AFCM

Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Activest Wealth Management reduced its Constellation Brands (STZ) stake by 67% in Q2 2026, selling an estimated $595 and leaving 2 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Activest Wealth Management first reported a position in STZ in Q2 2022 and has held it in 8 quarters since. The position peaked at $4.4K in Q4 2022. 330 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Activest Wealth Management held 2 shares of Constellation Brands worth $278 as of Q2 2026.
Activest Wealth Management sold 4 Constellation Brands shares in Q2 2026, an estimated $595.
Constellation Brands made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1131 holding.
Activest Wealth Management first reported a position in Constellation Brands in Q2 2022 and has held it in 8 quarters since.
Activest Wealth Management's Constellation Brands position peaked at $4.4K in Q4 2022.
330 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.