Advisornet Financial’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $108K | Sell |
718
-462
| -39% | -$71.4K | 0.01% | 798 |
|
|
2025
Q4 | $163K | Buy |
1,180
+171
| +17% | +$23.5K | 0.01% | 659 |
|
|
2025
Q3 | $136K | Buy |
1,009
+33
| +3% | +$5.25K | 0.01% | 695 |
|
|
2025
Q2 | $159K | Buy |
976
+164
| +20% | +$29.4K | 0.01% | 632 |
|
|
2025
Q1 | $149K | Sell |
812
-42
| -5% | -$7.63K | 0.01% | 613 |
|
|
2024
Q4 | $189K | Buy |
854
+241
| +39% | +$57.3K | 0.02% | 523 |
|
|
2024
Q3 | $158K | Buy |
613
+25
| +4% | +$6.2K | 0.01% | 582 |
|
|
2024
Q2 | $151K | Buy |
588
+16
| +3% | +$4.12K | 0.01% | 543 |
|
|
2024
Q1 | $155K | Buy |
572
+57
| +11% | +$14.4K | 0.01% | 525 |
|
|
2023
Q4 | $125K | Sell |
515
-8
| -2% | -$1.9K | 0.01% | 583 |
|
|
2023
Q3 | $131K | Sell |
523
-131
| -20% | -$34.2K | 0.01% | 538 |
|
|
2023
Q2 | $161K | Buy |
654
+61
| +10% | +$14.3K | 0.01% | 526 |
|
|
2023
Q1 | $134K | Buy |
593
+11
| +2% | +$2.45K | 0.01% | 554 |
|
|
2022
Q4 | $135K | Sell |
582
-659
| -53% | -$158K | 0.01% | 556 |
|
|
2022
Q3 | $285K | Sell |
1,241
-177
| -12% | -$43.1K | 0.03% | 427 |
|
|
2022
Q2 | $330K | Buy |
1,418
+756
| +114% | +$184K | 0.03% | 395 |
|
|
2022
Q1 | $152K | Buy |
662
+72
| +12% | +$16.6K | 0.01% | 625 |
|
|
2021
Q4 | $148K | Sell |
590
-35
| -6% | -$7.98K | 0.01% | 676 |
|
|
2021
Q3 | $132K | Buy |
625
+95
| +18% | +$20.7K | 0.01% | 695 |
|
|
2021
Q2 | $124K | Hold |
530
| – | – | 0.01% | 718 |
|
|
2021
Q1 | $121K | Sell |
530
-68
| -11% | -$15.3K | 0.01% | 700 |
|
|
2020
Q4 | $131K | Sell |
598
-306
| -34% | -$60.2K | 0.01% | 615 |
|
|
2020
Q3 | $171K | Sell |
904
-70
| -7% | -$12.8K | 0.01% | 523 |
|
|
2020
Q2 | $170K | Buy |
974
+247
| +34% | +$41.1K | 0.01% | 530 |
|
|
2020
Q1 | $104K | Sell |
727
-435
| -37% | -$76.8K | 0.01% | 607 |
|
|
2019
Q4 | $220K | Sell |
1,162
-247
| -18% | -$46.6K | 0.02% | 482 |
|
|
2019
Q3 | $292K | Buy |
1,409
+145
| +11% | +$29.1K | 0.03% | 426 |
|
|
2019
Q2 | $249K | Buy |
1,264
+499
| +65% | +$97.4K | 0.03% | 413 |
|
|
2019
Q1 | $134K | Buy |
765
+280
| +58% | +$47.2K | 0.02% | 485 |
|
|
2018
Q4 | $78K | Buy |
485
+18
| +4% | +$3.58K | 0.01% | 580 |
|
|
2018
Q3 | $101K | Buy |
467
+64
| +16% | +$13.6K | 0.01% | 551 |
|
|
2018
Q2 | $88K | Hold |
403
| – | – | 0.01% | 557 |
|
|
2018
Q1 | $92K | Sell |
403
-50
| -11% | -$11K | 0.01% | 549 |
|
|
2017
Q4 | $104K | Buy |
+453
| New | +$97.9K | 0.02% | 473 |
|
Other funds holding STZ
VCM
VPM
Advisornet Financial's STZ Position: Q1 2026 in Review
Advisornet Financial reduced its Constellation Brands (STZ) stake by 39% in Q1 2026, selling an estimated $71.4K and leaving 718 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #798.
Advisornet Financial first reported a position in STZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $330K in Q2 2022. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- Advisornet Financial held 718 shares of Constellation Brands worth $108K as of Q1 2026.
- Advisornet Financial sold 462 Constellation Brands shares in Q1 2026, an estimated $71.4K.
- Constellation Brands made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #798 holding.
- Advisornet Financial first reported a position in Constellation Brands in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Constellation Brands position peaked at $330K in Q2 2022.
- 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.