Alerus Financial’s Constellation Brands STZ Stock Holding History

Alerus Financial’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 Q1	$10.5K	Hold	70	–	–	﹤0.01%	377
2025 Q4	$9.66K	Hold	70	–	–	﹤0.01%	353
2025 Q3	$9.43K	Hold	70	–	–	﹤0.01%	387
2025 Q2	$11.4K	Buy	+70	New	+$12.6K	﹤0.01%	354
2022 Q4	–	Sell	-1,077	Closed	-$247K	–	172
2022 Q3	$247K	Sell	1,077 -28,133	-96%	-$6.86M	0.02%	140
2022 Q2	$6.81M	Buy	29,210 +1,310	+5%	+$319K	0.63%	32
2022 Q1	$6.43M	Buy	27,900 +13,446	+93%	+$3.11M	0.55%	43
2021 Q4	$3.63M	Buy	14,454 +2,868	+25%	+$654K	0.3%	89
2021 Q3	$2.44M	Buy	+11,586	New	+$2.53M	0.22%	98

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Alerus Financial's STZ Position: Q1 2026 in Review

Alerus Financial held its Constellation Brands (STZ) position steady in Q1 2026 at 70 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Alerus Financial first reported a position in STZ in Q3 2021 and has held it in 9 quarters since. The position peaked at $6.81M in Q2 2022. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Alerus Financial held 70 shares of Constellation Brands worth $10.5K as of Q1 2026.
Alerus Financial left its Constellation Brands share count unchanged in Q1 2026.
Constellation Brands made up ﹤0.01% of Alerus Financial's portfolio in Q1 2026, its #377 holding.
Alerus Financial first reported a position in Constellation Brands in Q3 2021 and has held it in 9 quarters since.
Alerus Financial's Constellation Brands position peaked at $6.81M in Q2 2022.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.