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Belpointe Asset Management’s Constellation Brands STZ Stock Holding History

Belpointe Asset 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 		$426K Sell
3,065
-640
-17% -$95.1K 0.01% 771
2026
Q1 		$556K Sell
3,705
-472
-11% -$72.9K 0.02% 654
2025
Q4 		$576K Buy
4,177
+2,566
+159% +$352K 0.02% 611
2025
Q3 		$217K Sell
1,611
-12
-0.7% -$1.91K 0.01% 902
2025
Q2 		$264K Sell
1,623
-71
-4% -$12.7K 0.01% 791
2025
Q1 		$311K Sell
1,694
-9,534
-85% -$1.73M 0.02% 715
2024
Q4 		$2.7M Buy
11,228
+1,002
+10% +$238K 0.16% 128
2024
Q3 		$2.64M Sell
10,226
-342
-3% -$84.8K 0.16% 127
2024
Q2 		$2.72M Buy
10,568
+3,300
+45% +$849K 0.19% 101
2024
Q1 		$1.98M Buy
7,268
+2,057
+39% +$521K 0.15% 129
2023
Q4 		$1.26M Sell
5,211
-684
-12% -$163K 0.11% 182
2023
Q3 		$1.48M Buy
5,895
+110
+2% +$28.7K 0.15% 132
2023
Q2 		$1.42M Sell
5,785
-1,013
-15% -$237K 0.15% 137
2023
Q1 		$1.54M Sell
6,798
-2,620
-28% -$583K 0.08% 251
2022
Q4 		$2.18M Sell
9,418
-106
-1% -$25.4K 0.13% 159
2022
Q3 		$2.19M Sell
9,524
-137
-1% -$33.4K 0.15% 140
2022
Q2 		$2.25M Sell
9,661
-346
-3% -$84.2K 0.15% 143
2022
Q1 		$2.31M Sell
10,007
-286
-3% -$66K 0.14% 151
2021
Q4 		$2.58M Buy
10,293
+1,534
+18% +$350K 0.16% 129
2021
Q3 		$1.85M Sell
8,759
-242
-3% -$52.8K 0.13% 170
2021
Q2 		$2.1M Buy
9,001
+564
+7% +$132K 0.15% 144
2021
Q1 		$1.92M Sell
8,437
-1,267
-13% -$286K 0.16% 136
2020
Q4 		$2.13M Buy
9,704
+3,385
+54% +$665K 0.19% 110
2020
Q3 		$1.2M Buy
6,319
+492
+8% +$89.7K 0.13% 170
2020
Q2 		$1.02M Buy
5,827
+588
+11% +$97.9K 0.13% 165
2020
Q1 		$751K Buy
5,239
+549
+12% +$96.9K 0.13% 184
2019
Q4 		$890K Sell
4,690
-908
-16% -$171K 0.11% 199
2019
Q3 		$1.16M Sell
5,598
-57
-1% -$11.4K 0.19% 127
2019
Q2 		$1.11M Sell
5,655
-133
-2% -$26K 0.22% 103
2019
Q1 		$1.01M Buy
5,788
+2,333
+68% +$393K 0.2% 82
2018
Q4 		$556K Sell
3,455
-1,209
-26% -$240K 0.14% 158
2018
Q3 		$1.01M Buy
+4,664
New +$992K 0.16% 124
2018
Q1 		– Sell
-1,850
Closed -$423K – 467
2017
Q4 		$423K Buy
+1,850
New +$400K 0.09% 268

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Belpointe Asset Management's STZ Position: Q2 2026 in Review

Belpointe Asset Management reduced its Constellation Brands (STZ) stake by 17% in Q2 2026, selling an estimated $95.1K and leaving 3,065 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #771.

Belpointe Asset Management first reported a position in STZ in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.72M in Q2 2024. 413 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Belpointe Asset Management held 3,065 shares of Constellation Brands worth $426K as of Q2 2026.
  • Belpointe Asset Management sold 640 Constellation Brands shares in Q2 2026, an estimated $95.1K.
  • Constellation Brands made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #771 holding.
  • Belpointe Asset Management first reported a position in Constellation Brands in Q4 2017 and has held it in 33 quarters since.
  • Belpointe Asset Management's Constellation Brands position peaked at $2.72M in Q2 2024.
  • 413 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.