Ameritas Advisory Services’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
Q2
$299K Buy
+2,151
New +$320K 0.01% 959
2025
Q4
Sell
-419
Closed -$56.4K 1960
2025
Q3
$56.4K Sell
419
-5,621
-93% -$894K ﹤0.01% 1033
2025
Q2
$983K Sell
6,040
-356
-6% -$63.9K 0.05% 347
2025
Q1
$1.22M Buy
6,396
+468
+8% +$85K 0.05% 342
2024
Q4
$1.31M Buy
5,928
+134
+2% +$31.8K 0.05% 344
2024
Q3
$1.49M Sell
5,794
-568
-9% -$141K 0.06% 296
2024
Q2
$1.64M Buy
6,362
+490
+8% +$126K 0.06% 296
2024
Q1
$1.57M Sell
5,872
-176
-3% -$44.5K 0.06% 280
2023
Q4
$1.47M Buy
6,048
+91
+2% +$21.6K 0.08% 221
2023
Q3
$1.47M Buy
5,957
+4,527
+317% +$1.18M 0.07% 253
2023
Q2
$363K Sell
1,430
-3,063
-68% -$717K 0.05% 367
2023
Q1
$1.01M Buy
4,493
+54
+1% +$12K 0.05% 317
2022
Q4
$1.03M Buy
4,439
+337
+8% +$80.7K 0.05% 341
2022
Q3
$942K Buy
4,102
+127
+3% +$31K 0.06% 288
2022
Q2
$926K Buy
3,975
+293
+8% +$71.3K 0.05% 302
2022
Q1
$848K Buy
3,682
+280
+8% +$64.7K 0.03% 368
2021
Q4
$854K Buy
+3,402
New +$775K 0.03% 368

Other funds holding STZ

Ameritas Advisory Services's STZ Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Constellation Brands (STZ) in Q2 2026: 2,151 shares worth $299K. The stake represents 0.01% of the portfolio and ranks #959 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in STZ as recently as Q3 2025.

Ameritas Advisory Services first reported a position in STZ in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.64M in Q2 2024. 1,033 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Ameritas Advisory Services held 2,151 shares of Constellation Brands worth $299K as of Q2 2026.
  • Constellation Brands was a new Ameritas Advisory Services position in Q2 2026.
  • Constellation Brands made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #959 holding.
  • Ameritas Advisory Services first reported a position in Constellation Brands in Q4 2021 and has held it in 17 quarters since.
  • Ameritas Advisory Services's Constellation Brands position peaked at $1.64M in Q2 2024.
  • 1,033 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.