Aigen Investment Management’s Constellation Brands STZ Stock Holding History

Aigen Investment 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	$351K	Sell	2,525 -1,931	-43%	-$287K	0.1%	278
2026 Q1	$668K	Buy	+4,456	New	+$688K	0.17%	159
2025 Q1	–	Sell	-6,839	Closed	-$1.51M	–	1020
2024 Q4	$1.51M	Buy	+6,839	New	+$1.62M	0.27%	101
2024 Q1	–	Sell	-7,705	Closed	-$1.86M	–	995
2023 Q4	$1.86M	Buy	7,705 +3,717	+93%	+$884K	0.33%	66
2023 Q3	$1M	Buy	+3,988	New	+$1.04M	0.19%	159
2023 Q1	–	Sell	-19,344	Closed	-$4.48M	–	822
2022 Q4	$4.48M	Buy	19,344 +1,689	+10%	+$404K	0.63%	42
2022 Q3	$4.05M	Sell	17,655 -1,332	-7%	-$325K	0.58%	43
2022 Q2	$4.42M	Buy	+18,987	New	+$4.62M	0.74%	23
2022 Q1	–	Sell	-5,163	Closed	-$1.19M	–	1044
2021 Q4	$1.19M	Buy	+5,163	New	+$1.18M	0.07%	363
2020 Q1	–	Sell	-841	Closed	-$160K	–	1549
2019 Q4	$160K	Buy	+841	New	+$159K	0.03%	600

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aigen Investment Management's STZ Position: Q2 2026 in Review

Aigen Investment Management reduced its Constellation Brands (STZ) stake by 43% in Q2 2026, selling an estimated $287K and leaving 2,525 shares worth $351K. The position accounts for 0.1% of the portfolio, ranked #278.

Aigen Investment Management first reported a position in STZ in Q4 2019 and has held it in 10 quarters since. The position peaked at $4.48M in Q4 2022. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Aigen Investment Management held 2,525 shares of Constellation Brands worth $351K as of Q2 2026.
Aigen Investment Management sold 1,931 Constellation Brands shares in Q2 2026, an estimated $287K.
Constellation Brands made up 0.1% of Aigen Investment Management's portfolio in Q2 2026, its #278 holding.
Aigen Investment Management first reported a position in Constellation Brands in Q4 2019 and has held it in 10 quarters since.
Aigen Investment Management's Constellation Brands position peaked at $4.48M in Q4 2022.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.