DiNuzzo Private Wealth
STZ icon

DiNuzzo Private Wealth’s Constellation Brands STZ Stock Holding History

DiNuzzo 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
Q3 		$2.15K Sell
19
-2
-10% -$258 ﹤0.01% 636
2026
Q2 		$2.92K Buy
21
+4
+24% +$595 ﹤0.01% 547
2026
Q1 		$2.55K Buy
17
+15
+750% +$2.32K ﹤0.01% 560
2025
Q4 		$276 Sell
2
-11
-85% -$1.51K ﹤0.01% 1212
2025
Q3 		$2.11K Hold
13
– – ﹤0.01% 617
2025
Q2 		$2.12K Buy
13
+4
+44% +$717 ﹤0.01% 598
2025
Q1 		$1.65K Sell
9
-7
-44% -$1.27K ﹤0.01% 657
2024
Q4 		$3.54K Buy
16
+1
+7% +$238 ﹤0.01% 426
2024
Q3 		$3.87K Hold
15
– – ﹤0.01% 420
2024
Q2 		$3.86K Buy
15
+4
+36% +$1.03K ﹤0.01% 332
2024
Q1 		$2.99K Buy
11
+1
+10% +$253 ﹤0.01% 350
2023
Q4 		$2.42K Buy
+10
New +$2.38K ﹤0.01% 375

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DiNuzzo Private Wealth's STZ Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Constellation Brands (STZ) stake by 9.5% in Q3 2026, selling an estimated $258 and leaving 19 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

DiNuzzo Private Wealth first reported a position in STZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.87K in Q3 2024. 287 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • DiNuzzo Private Wealth held 19 shares of Constellation Brands worth $2.15K as of Q3 2026.
  • DiNuzzo Private Wealth sold 2 Constellation Brands shares in Q3 2026, an estimated $258.
  • Constellation Brands made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #636 holding.
  • DiNuzzo Private Wealth first reported a position in Constellation Brands in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Constellation Brands position peaked at $3.87K in Q3 2024.
  • 287 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.