AWM
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Axxcess Wealth Management’s Constellation Brands STZ Stock Holding History

Axxcess 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 		$365K Buy
+2,625
New +$390K 0.01% 808
2026
Q1 		– Sell
-2,777
Closed -$383K – 928
2025
Q4 		$383K Sell
2,777
-199
-7% -$27.3K 0.01% 775
2025
Q3 		$401K Sell
2,976
-54
-2% -$8.59K 0.01% 682
2025
Q2 		$493K Buy
3,030
+355
+13% +$63.7K 0.01% 596
2025
Q1 		$491K Sell
2,675
-206
-7% -$37.4K 0.01% 563
2024
Q4 		$637K Sell
2,881
-56
-2% -$13.3K 0.02% 494
2024
Q3 		$757K Buy
2,937
+4
+0.1% +$991 0.02% 456
2024
Q2 		$755K Sell
2,933
-2,696
-48% -$693K 0.02% 431
2024
Q1 		$1.53M Buy
5,629
+1,200
+27% +$304K 0.04% 296
2023
Q4 		$1.07M Buy
4,429
+2,784
+169% +$662K 0.03% 345
2023
Q3 		$413K Buy
+1,645
New +$429K 0.01% 521
2023
Q2 		– Sell
-1,794
Closed -$405K – 681
2023
Q1 		$405K Sell
1,794
-144
-7% -$32K 0.03% 415
2022
Q4 		$449K Buy
+1,938
New +$464K 0.04% 375
2022
Q1 		– Sell
-925
Closed -$232K – 700
2021
Q4 		$232K Buy
+925
New +$211K 0.02% 547

Other funds holding STZ

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Axxcess Wealth Management's STZ Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Constellation Brands (STZ) in Q2 2026: 2,625 shares worth $365K. The stake represents 0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in STZ as recently as Q4 2025.

Axxcess Wealth Management first reported a position in STZ in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2024. 492 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Axxcess Wealth Management held 2,625 shares of Constellation Brands worth $365K as of Q2 2026.
  • Constellation Brands was a new Axxcess Wealth Management position in Q2 2026.
  • Constellation Brands made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #808 holding.
  • Axxcess Wealth Management first reported a position in Constellation Brands in Q4 2021 and has held it in 14 quarters since.
  • Axxcess Wealth Management's Constellation Brands position peaked at $1.53M in Q1 2024.
  • 492 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.