Atlantic Edge Private Wealth Management’s Constellation Brands STZ Stock Holding History

Atlantic Edge Private Wealth Management’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	$1.02M	Sell	7,313 -274	-4%	-$40.7K	0.21%	77
2026 Q1	$1.14M	Buy	7,587 +475	+7%	+$73.4K	0.28%	68
2025 Q4	$981K	Sell	7,112 -1,019	-13%	-$140K	0.24%	73
2025 Q3	$1.1M	Sell	8,131 -159	-2%	-$25.3K	0.28%	69
2025 Q2	$1.35M	Buy	8,290 +240	+3%	+$43K	0.37%	62
2025 Q1	$1.48M	Buy	8,050 +3,903	+94%	+$709K	0.45%	56
2024 Q4	$917K	Buy	4,147 +15	+0.4%	+$3.56K	0.28%	70
2024 Q3	$1.06M	Buy	4,132 +95	+2%	+$23.5K	0.32%	72
2024 Q2	$1.04M	Buy	4,037 +61	+2%	+$15.7K	0.35%	68
2024 Q1	$1.08M	Buy	3,976 +280	+8%	+$70.9K	0.37%	65
2023 Q4	$894K	Buy	+3,696	New	+$879K	0.36%	68

Other funds holding STZ

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

AFCM

Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Atlantic Edge Private Wealth Management's STZ Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Constellation Brands (STZ) stake by 3.6% in Q2 2026, selling an estimated $40.7K and leaving 7,313 shares worth $1.02M. The position accounts for 0.21% of the portfolio, ranked #77.

Atlantic Edge Private Wealth Management first reported a position in STZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q1 2025. 350 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Atlantic Edge Private Wealth Management held 7,313 shares of Constellation Brands worth $1.02M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 274 Constellation Brands shares in Q2 2026, an estimated $40.7K.
Constellation Brands made up 0.21% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #77 holding.
Atlantic Edge Private Wealth Management first reported a position in Constellation Brands in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Constellation Brands position peaked at $1.48M in Q1 2025.
350 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.