Allied Private Wealth’s Constellation Brands STZ Stock Holding History

Allied Private Wealth’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	$14.9K	Buy	+113	New	+$16.8K	0.01%	453

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

Allied Private Wealth's STZ Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Constellation Brands (STZ) in Q2 2026: 113 shares worth $14.9K. The stake represents 0.01% of the portfolio and ranks #453 among its holdings.

1,028 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Allied Private Wealth held 113 shares of Constellation Brands worth $14.9K as of Q2 2026.
Constellation Brands was a new Allied Private Wealth position in Q2 2026.
Constellation Brands made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #453 holding.
1,028 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.