Diversify Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
Other funds holding STZ
Diversify Wealth Management's STZ Position: Q2 2026 in Review
Diversify Wealth Management reduced its Constellation Brands (STZ) stake by 3.3% in Q2 2026, selling an estimated $29.3K and leaving 5,741 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #740.
Diversify Wealth Management first reported a position in STZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $893K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- Diversify Wealth Management held 5,741 shares of Constellation Brands worth $745K as of Q2 2026.
- Diversify Wealth Management sold 197 Constellation Brands shares in Q2 2026, an estimated $29.3K.
- Constellation Brands made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #740 holding.
- Diversify Wealth Management first reported a position in Constellation Brands in Q2 2025 and has held it in 5 quarters since.
- Diversify Wealth Management's Constellation Brands position peaked at $893K in Q1 2026.
- 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.