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Elevated Private Wealth’s Constellation Brands STZ Stock Holding History

Elevated Private Wealth’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 		$683K Buy
+4,910
New +$730K 0.65% 56
2025
Q4 		$954K Buy
+6,916
New +$949K 0.98% 48

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elevated Private Wealth's STZ Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Constellation Brands (STZ) in Q2 2026: 4,910 shares worth $683K. The stake represents 0.65% of the portfolio and ranks #56 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in STZ as recently as Q4 2025.

Elevated Private Wealth first reported a position in STZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $954K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Elevated Private Wealth held 4,910 shares of Constellation Brands worth $683K as of Q2 2026.
  • Constellation Brands was a new Elevated Private Wealth position in Q2 2026.
  • Constellation Brands made up 0.65% of Elevated Private Wealth's portfolio in Q2 2026, its #56 holding.
  • Elevated Private Wealth first reported a position in Constellation Brands in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's Constellation Brands position peaked at $954K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.