Elevation Wealth Partners’s Constellation Brands STZ Stock Holding History

Elevation Wealth Partners’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	$2.94K	Hold	26	–	–	﹤0.01%	1193
2026 Q2	$3.62K	Sell	26 -9	-26%	-$1.34K	﹤0.01%	1093
2026 Q1	$5.25K	Hold	35	–	–	﹤0.01%	699
2025 Q4	$4.83K	Buy	35 +9	+35%	+$1.24K	﹤0.01%	639
2025 Q3	$3.5K	Hold	26	–	–	﹤0.01%	538
2025 Q2	$4.23K	Hold	26	–	–	﹤0.01%	411
2025 Q1	$4.77K	Hold	26	–	–	﹤0.01%	405
2024 Q4	$5.75K	Buy	+26	New	+$6.18K	﹤0.01%	404

Other funds holding STZ

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

AIMA

Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Elevation Wealth Partners's STZ Position: Q3 2026 in Review

Elevation Wealth Partners held its Constellation Brands (STZ) position steady in Q3 2026 at 26 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Elevation Wealth Partners first reported a position in STZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.75K in Q4 2024. 37 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Elevation Wealth Partners held 26 shares of Constellation Brands worth $2.94K as of Q3 2026.
Elevation Wealth Partners left its Constellation Brands share count unchanged in Q3 2026.
Constellation Brands made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1193 holding.
Elevation Wealth Partners first reported a position in Constellation Brands in Q4 2024 and has held it in 8 quarters since.
Elevation Wealth Partners's Constellation Brands position peaked at $5.75K in Q4 2024.
37 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.