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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 		$167K Buy
+1,200
New +$178K ﹤0.01% 1014

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.