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Acumen Wealth Advisors’s Constellation Brands STZ Stock Holding History

Acumen Wealth Advisors’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 		$6.96K Sell
50
-14,176
-100% -$2.11M ﹤0.01% 367
2026
Q1 		$2.13M Sell
14,226
-6,795
-32% -$1.05M 0.57% 42
2025
Q4 		$2.9M Buy
+21,021
New +$2.88M 0.84% 36

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

Acumen Wealth Advisors's STZ Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Constellation Brands (STZ) stake by 100% in Q2 2026, selling an estimated $2.11M and leaving 50 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Acumen Wealth Advisors first reported a position in STZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.9M in Q4 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Acumen Wealth Advisors held 50 shares of Constellation Brands worth $6.96K as of Q2 2026.
  • Acumen Wealth Advisors sold 14,176 Constellation Brands shares in Q2 2026, an estimated $2.11M.
  • Constellation Brands made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #367 holding.
  • Acumen Wealth Advisors first reported a position in Constellation Brands in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Constellation Brands position peaked at $2.9M in Q4 2025.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.