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BSW Wealth Partners’s Constellation Brands STZ Stock Holding History

BSW Wealth 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 		$240K Buy
+1,724
New +$256K 0.03% 290
2026
Q1 		– Sell
-1,589
Closed -$219K – 339
2025
Q4 		$219K Sell
1,589
-97
-6% -$13.3K 0.03% 295
2025
Q3 		$227K Sell
1,686
-182
-10% -$28.9K 0.03% 292
2025
Q2 		$304K Buy
1,868
+50
+3% +$8.97K 0.04% 240
2025
Q1 		$334K Buy
1,818
+255
+16% +$46.3K 0.05% 218
2024
Q4 		$345K Buy
1,563
+63
+4% +$15K 0.05% 209
2024
Q3 		$387K Sell
1,500
-45
-3% -$11.2K 0.06% 193
2024
Q2 		$397K Buy
1,545
+156
+11% +$40.1K 0.07% 164
2024
Q1 		$378K Sell
1,389
-178
-11% -$45K 0.06% 174
2023
Q4 		$379K Sell
1,567
-133
-8% -$31.6K 0.08% 157
2023
Q3 		$427K Buy
1,700
+106
+7% +$27.7K 0.1% 127
2023
Q2 		$392K Buy
1,594
+13
+0.8% +$3.04K 0.08% 141
2023
Q1 		$357K Buy
+1,581
New +$352K 0.07% 191

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

BSW Wealth Partners's STZ Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in Constellation Brands (STZ) in Q2 2026: 1,724 shares worth $240K. The stake represents 0.03% of the portfolio and ranks #290 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in STZ as recently as Q4 2025.

BSW Wealth Partners first reported a position in STZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $427K in Q3 2023. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • BSW Wealth Partners held 1,724 shares of Constellation Brands worth $240K as of Q2 2026.
  • Constellation Brands was a new BSW Wealth Partners position in Q2 2026.
  • Constellation Brands made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #290 holding.
  • BSW Wealth Partners first reported a position in Constellation Brands in Q1 2023 and has held it in 13 quarters since.
  • BSW Wealth Partners's Constellation Brands position peaked at $427K in Q3 2023.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.