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AE Wealth Management’s Constellation Brands STZ Stock Holding History

AE 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 		$294K Sell
2,111
-229
-10% -$34K ﹤0.01% 1499
2026
Q1 		$351K Buy
2,340
+612
+35% +$94.5K ﹤0.01% 1296
2025
Q4 		$238K Buy
1,728
+214
+14% +$29.4K ﹤0.01% 1433
2025
Q3 		$204K Buy
1,514
+47
+3% +$7.48K ﹤0.01% 1396
2025
Q2 		$239K Sell
1,467
-40
-3% -$7.17K ﹤0.01% 1226
2025
Q1 		$277K Buy
1,507
+25
+2% +$4.54K ﹤0.01% 1127
2024
Q4 		$328K Sell
1,482
-175
-11% -$41.6K ﹤0.01% 1061
2024
Q3 		$427K Buy
1,657
+127
+8% +$31.5K ﹤0.01% 931
2024
Q2 		$394K Buy
1,530
+142
+10% +$36.5K ﹤0.01% 949
2024
Q1 		$377K Sell
1,388
-8,169
-85% -$2.07M ﹤0.01% 897
2023
Q4 		$2.38M Buy
9,557
+5,269
+123% +$1.25M 0.01% 846
2023
Q3 		$1.08M Buy
4,288
+1,040
+32% +$272K 0.01% 1066
2023
Q2 		$799K Sell
3,248
-12,428
-79% -$2.91M ﹤0.01% 1170
2023
Q1 		$3.54M Sell
15,676
-4,140
-21% -$921K 0.02% 606
2022
Q4 		$4.59M Sell
19,816
-17,792
-47% -$4.26M 0.03% 496
2022
Q3 		$8.64M Buy
37,608
+23,597
+168% +$5.75M 0.07% 309
2022
Q2 		$3.27M Buy
14,011
+7,747
+124% +$1.89M 0.03% 514
2022
Q1 		$1.44M Buy
6,264
+137
+2% +$31.6K 0.01% 799
2021
Q4 		$1.54M Sell
6,127
-8,831
-59% -$2.01M 0.01% 784
2021
Q3 		$3.15M Buy
14,958
+1,495
+11% +$326K 0.03% 502
2021
Q2 		$3.15M Buy
13,463
+1,908
+17% +$448K 0.03% 491
2021
Q1 		$2.63M Buy
11,555
+1,471
+15% +$331K 0.03% 493
2020
Q4 		$2.21M Buy
10,084
+1,338
+15% +$263K 0.03% 470
2020
Q3 		$1.66M Buy
8,746
+369
+4% +$67.3K 0.02% 484
2020
Q2 		$1.47M Buy
8,377
+5,367
+178% +$894K 0.02% 502
2020
Q1 		$432K Sell
3,010
-100
-3% -$17.6K 0.01% 728
2019
Q4 		$590K Buy
3,110
+216
+7% +$40.8K 0.01% 684
2019
Q3 		$600K Sell
2,894
-506
-15% -$102K 0.02% 570
2019
Q2 		$670K Buy
3,400
+1,656
+95% +$323K 0.02% 511
2019
Q1 		$306K Buy
+1,744
New +$294K 0.02% 459

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 $3.38T AUM 44.17% 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

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

AE Wealth Management reduced its Constellation Brands (STZ) stake by 9.8% in Q2 2026, selling an estimated $34K and leaving 2,111 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

AE Wealth Management first reported a position in STZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.64M in Q3 2022. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • AE Wealth Management held 2,111 shares of Constellation Brands worth $294K as of Q2 2026.
  • AE Wealth Management sold 229 Constellation Brands shares in Q2 2026, an estimated $34K.
  • Constellation Brands made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1499 holding.
  • AE Wealth Management first reported a position in Constellation Brands in Q1 2019 and has held it in 30 quarters since.
  • AE Wealth Management's Constellation Brands position peaked at $8.64M in Q3 2022.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

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