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Ameritas Investment Partners’s Constellation Brands STZ Stock Holding History

Ameritas Investment Partners’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 		$168K Sell
1,207
-52
-4% -$7.73K ﹤0.01% 1510
2026
Q1 		$189K Sell
1,259
-42
-3% -$6.49K 0.01% 1299
2025
Q4 		$179K Hold
1,301
– – 0.01% 1322
2025
Q3 		$175K Sell
1,301
-144
-10% -$22.9K 0.01% 1317
2025
Q2 		$235K Sell
1,445
-76
-5% -$13.6K 0.01% 1202
2025
Q1 		$279K Hold
1,521
– – 0.01% 1083
2024
Q4 		$336K Sell
1,521
-66
-4% -$15.7K 0.01% 1019
2024
Q3 		$409K Sell
1,587
-107
-6% -$26.5K 0.01% 919
2024
Q2 		$436K Sell
1,694
-46
-3% -$11.8K 0.02% 855
2024
Q1 		$473K Sell
1,740
-56
-3% -$14.2K 0.02% 842
2023
Q4 		$434K Sell
1,796
-66
-4% -$15.7K 0.02% 857
2023
Q3 		$468K Sell
1,862
-99
-5% -$25.8K 0.02% 795
2023
Q2 		$483K Hold
1,961
– – 0.02% 775
2023
Q1 		$443K Hold
1,961
– – 0.02% 798
2022
Q4 		$439K Hold
1,961
– – 0.02% 814
2022
Q3 		$450K Sell
1,961
-76
-4% -$18.5K 0.02% 776
2022
Q2 		$474K Sell
2,037
-116
-5% -$28.2K 0.02% 766
2022
Q1 		$496K Hold
2,153
– – 0.02% 805
2021
Q4 		$540K Sell
2,153
-113
-5% -$25.8K 0.02% 794
2021
Q3 		$477K Sell
2,266
-87
-4% -$19K 0.02% 807
2021
Q2 		$550K Hold
2,353
– – 0.02% 767
2021
Q1 		$536K Sell
2,353
-113
-5% -$25.5K 0.02% 764
2020
Q4 		$540K Sell
2,466
-154
-6% -$30.3K 0.02% 745
2020
Q3 		$497K Sell
2,620
-113
-4% -$20.6K 0.02% 723
2020
Q2 		$478K Hold
2,733
– – 0.02% 713
2020
Q1 		$392K Sell
2,733
-84
-3% -$14.8K 0.02% 695
2019
Q4 		$535K Hold
2,817
– – 0.02% 734
2019
Q3 		$584K Sell
2,817
-73
-3% -$14.7K 0.03% 692
2019
Q2 		$569K Sell
2,890
-72
-2% -$14.1K 0.03% 709
2019
Q1 		$519K Hold
2,962
– – 0.02% 724
2018
Q4 		$476K Sell
2,962
-97
-3% -$19.3K 0.03% 705
2018
Q3 		$660K Sell
3,059
-88
-3% -$18.7K 0.03% 671
2018
Q2 		$689K Sell
3,147
-415
-12% -$93.7K 0.03% 656
2018
Q1 		$812K Sell
3,562
-167
-4% -$36.8K 0.04% 597
2017
Q4 		$852K Sell
3,729
-138
-4% -$29.8K 0.04% 600
2017
Q3 		$773K Hold
3,867
– – 0.04% 630
2017
Q2 		$749K Sell
3,867
-106
-3% -$18.9K 0.04% 639
2017
Q1 		$644K Sell
3,973
-262
-6% -$40.8K 0.03% 691
2016
Q4 		$649K Hold
4,235
– – 0.03% 679
2016
Q3 		$705K Buy
4,235
+747
+21% +$123K 0.04% 638
2016
Q2 		$577K Buy
3,488
+164
+5% +$25.7K 0.04% 528
2016
Q1 		$502K Buy
3,324
+97
+3% +$14K 0.03% 573
2015
Q4 		$460K Hold
3,227
– – 0.03% 598
2015
Q3 		$404K Buy
3,227
+113
+4% +$13.9K 0.03% 644
2015
Q2 		$361K Hold
3,114
– – 0.02% 739
2015
Q1 		$362K Hold
3,114
– – 0.02% 750
2014
Q4 		$306K Hold
3,114
– – 0.02% 813
2014
Q3 		$271K Sell
3,114
-234
-7% -$20.3K 0.02% 843
2014
Q2 		$295K Hold
3,348
– – 0.02% 840
2014
Q1 		$284K Sell
3,348
-162
-5% -$12.9K 0.02% 830
2013
Q4 		$247K Hold
3,510
– – 0.02% 888
2013
Q3 		$201K Buy
+3,510
New +$191K 0.02% 911

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 $3.37T AUM 44.26% 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

Ameritas Investment Partners's STZ Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Constellation Brands (STZ) stake by 4.1% in Q2 2026, selling an estimated $7.73K and leaving 1,207 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Ameritas Investment Partners first reported a position in STZ in Q3 2013 and has held it in 52 quarters since. The position peaked at $852K in Q4 2017. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Ameritas Investment Partners held 1,207 shares of Constellation Brands worth $168K as of Q2 2026.
  • Ameritas Investment Partners sold 52 Constellation Brands shares in Q2 2026, an estimated $7.73K.
  • Constellation Brands made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1510 holding.
  • Ameritas Investment Partners first reported a position in Constellation Brands in Q3 2013 and has held it in 52 quarters since.
  • Ameritas Investment Partners's Constellation Brands position peaked at $852K in Q4 2017.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.