Diversify Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
Other funds holding STZ
VCM
VPM
Diversify Wealth Management's STZ Position: Q1 2026 in Review
Diversify Wealth Management increased its Constellation Brands (STZ) stake by 89% in Q1 2026, buying an estimated $433K and bringing the position to 5,938 shares worth $893K. The position accounts for 0.02% of the portfolio, ranked #633.
Diversify Wealth Management first reported a position in STZ in Q2 2025 and has held it in 4 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- Diversify Wealth Management held 5,938 shares of Constellation Brands worth $893K as of Q1 2026.
- Diversify Wealth Management bought 2,802 Constellation Brands shares in Q1 2026, an estimated $433K.
- Constellation Brands made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #633 holding.
- Diversify Wealth Management first reported a position in Constellation Brands in Q2 2025 and has held it in 4 quarters since.
- 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.