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Dynamic Advisor Solutions’s Constellation Brands STZ Stock Holding History

Dynamic Advisor Solutions’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 		$414K Sell
2,977
-329
-10% -$48.9K 0.01% 735
2026
Q1 		$496K Sell
3,306
-201
-6% -$31.1K 0.02% 650
2025
Q4 		$484K Buy
3,507
+76
+2% +$10.4K 0.02% 638
2025
Q3 		$462K Sell
3,431
-3,503
-51% -$557K 0.01% 655
2025
Q2 		$1.13M Sell
6,934
-356
-5% -$63.9K 0.03% 420
2025
Q1 		$1.34M Sell
7,290
-1,099
-13% -$200K 0.04% 358
2024
Q4 		$1.85M Sell
8,389
-325
-4% -$77.2K 0.08% 219
2024
Q3 		$2.25M Sell
8,714
-376
-4% -$93.2K 0.07% 274
2024
Q2 		$2.34M Sell
9,090
-10
-0.1% -$2.57K 0.07% 275
2024
Q1 		$2.47M Buy
9,100
+336
+4% +$85K 0.08% 270
2023
Q4 		$2.17M Buy
8,764
+1,562
+22% +$371K 0.08% 271
2023
Q3 		$1.81M Sell
7,202
-130
-2% -$33.9K 0.09% 247
2023
Q2 		$1.8M Sell
7,332
-2,498
-25% -$585K 0.09% 241
2023
Q1 		$2.22M Buy
9,830
+1,329
+16% +$296K 0.13% 201
2022
Q4 		$1.97M Sell
8,501
-231
-3% -$55.3K 0.13% 181
2022
Q3 		$2.01M Buy
8,732
+331
+4% +$80.7K 0.15% 152
2022
Q2 		$1.96M Sell
8,401
-439
-5% -$107K 0.15% 156
2022
Q1 		$2.04M Sell
8,840
-5,940
-40% -$1.37M 0.14% 160
2021
Q4 		$3.71M Buy
14,780
+3,934
+36% +$897K 0.26% 86
2021
Q3 		$2.29M Buy
10,846
+452
+4% +$98.7K 0.17% 143
2021
Q2 		$2.43M Buy
10,394
+226
+2% +$53.1K 0.19% 126
2021
Q1 		$2.32M Sell
10,168
-1,542
-13% -$348K 0.22% 113
2020
Q4 		$2.56M Buy
11,710
+657
+6% +$129K 0.24% 108
2020
Q3 		$2.1M Buy
11,053
+400
+4% +$73K 0.24% 114
2020
Q2 		$1.86M Buy
10,653
+356
+3% +$59.3K 0.25% 110
2020
Q1 		$1.48M Buy
10,297
+2,443
+31% +$431K 0.27% 103
2019
Q4 		$1.49M Sell
7,854
-1,133
-13% -$214K 0.2% 126
2019
Q3 		$1.86M Buy
8,987
+3
+0% +$602 0.29% 88
2019
Q2 		$1.77M Buy
8,984
+5,930
+194% +$1.16M 0.28% 93
2019
Q1 		$535K Buy
3,054
+586
+24% +$98.7K 0.1% 211
2018
Q4 		$412K Buy
2,468
+1,355
+122% +$269K 0.09% 235
2018
Q3 		$240K Buy
1,113
+172
+18% +$36.6K 0.05% 343
2018
Q2 		$206K Buy
+941
New +$213K 0.05% 372

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions's STZ Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Constellation Brands (STZ) stake by 10% in Q2 2026, selling an estimated $48.9K and leaving 2,977 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #735.

Dynamic Advisor Solutions first reported a position in STZ in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.71M in Q4 2021. 150 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Dynamic Advisor Solutions held 2,977 shares of Constellation Brands worth $414K as of Q2 2026.
  • Dynamic Advisor Solutions sold 329 Constellation Brands shares in Q2 2026, an estimated $48.9K.
  • Constellation Brands made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #735 holding.
  • Dynamic Advisor Solutions first reported a position in Constellation Brands in Q2 2018 and has held it in 33 quarters since.
  • Dynamic Advisor Solutions's Constellation Brands position peaked at $3.71M in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.