Dynamic Advisor Solutions
STZ icon

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
Q3 		– Sell
-1,200
Closed -$167K – 1103
2026
Q2 		$167K Buy
+1,200
New +$178K ﹤0.01% 1014

Other funds holding STZ

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Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Dynamic Advisor Solutions's STZ Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Constellation Brands (STZ) stake by 25% in Q3 2026, buying an estimated $95.7K and bringing the position to 3,719 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #706.

Dynamic Advisor Solutions first reported a position in STZ in Q2 2018 and has held it in 34 quarters since. The position peaked at $3.71M in Q4 2021. 151 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Dynamic Advisor Solutions held 3,719 shares of Constellation Brands worth $420K as of Q3 2026.
  • Dynamic Advisor Solutions bought 742 Constellation Brands shares in Q3 2026, an estimated $95.7K.
  • Constellation Brands made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #706 holding.
  • Dynamic Advisor Solutions first reported a position in Constellation Brands in Q2 2018 and has held it in 34 quarters since.
  • Dynamic Advisor Solutions's Constellation Brands position peaked at $3.71M in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.