Diversify Advisory Services’s Constellation Brands STZ Stock Holding History

Diversify Advisory Services’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	$734K	Sell	5,664 -77	-1%	-$9.9K	0.01%	777
2026 Q2	$745K	Buy	+5,741	New	+$853K	0.01%	740
2026 Q1	–	Sell	-2,058	Closed	-$322K	–	783
2025 Q4	$322K	Sell	2,058 -41	-2%	-$5.62K	0.01%	738
2025 Q3	$275K	Buy	2,099 +480	+30%	+$76.4K	0.01%	755
2025 Q2	$275K	Buy	+1,619	New	+$290K	0.01%	704
2025 Q1	–	Sell	-4,557	Closed	-$829K	–	689
2024 Q4	$829K	Sell	4,557 -95	-2%	-$22.6K	0.05%	257
2024 Q3	$1.12M	Buy	4,652 +1,075	+30%	+$266K	0.06%	237
2024 Q2	$902K	Buy	3,577 +1,806	+102%	+$464K	0.05%	264
2024 Q1	$471K	Buy	+1,771	New	+$448K	0.03%	443

Other funds holding STZ

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Diversify Advisory Services's STZ Position: Q3 2026 in Review

Diversify Advisory Services reduced its Constellation Brands (STZ) stake by 1.3% in Q3 2026, selling an estimated $9.9K and leaving 5,664 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #777.

Diversify Advisory Services first reported a position in STZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2024. 169 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Diversify Advisory Services held 5,664 shares of Constellation Brands worth $734K as of Q3 2026.
Diversify Advisory Services sold 77 Constellation Brands shares in Q3 2026, an estimated $9.9K.
Constellation Brands made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #777 holding.
Diversify Advisory Services first reported a position in Constellation Brands in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Constellation Brands position peaked at $1.12M in Q3 2024.
169 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.