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Ashton Thomas Private Wealth’s Constellation Brands STZ Stock Holding History

Ashton Thomas 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 		$1.74M Sell
12,535
-3,800
-23% -$565K 0.04% 414
2026
Q1 		$2.45M Buy
16,335
+4,861
+42% +$751K 0.06% 318
2025
Q4 		$1.58M Buy
+11,474
New +$1.57M 0.04% 366
2024
Q3 		– Sell
-141
Closed -$36.3K – 1687
2024
Q2 		$36.3K Buy
+141
New +$36.3K ﹤0.01% 1001

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

Ashton Thomas Private Wealth's STZ Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Constellation Brands (STZ) stake by 23% in Q2 2026, selling an estimated $565K and leaving 12,535 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #414.

Ashton Thomas Private Wealth first reported a position in STZ in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.45M in Q1 2026. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Ashton Thomas Private Wealth held 12,535 shares of Constellation Brands worth $1.74M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 3,800 Constellation Brands shares in Q2 2026, an estimated $565K.
  • Constellation Brands made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #414 holding.
  • Ashton Thomas Private Wealth first reported a position in Constellation Brands in Q2 2024 and has held it in 4 quarters since.
  • Ashton Thomas Private Wealth's Constellation Brands position peaked at $2.45M in Q1 2026.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.