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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

AFCM

Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Elevation Wealth Partners's STZ Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Constellation Brands (STZ) stake by 26% in Q2 2026, selling an estimated $1.34K and leaving 26 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Elevation Wealth Partners first reported a position in STZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.75K in Q4 2024. 379 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Elevation Wealth Partners held 26 shares of Constellation Brands worth $3.62K as of Q2 2026.
Elevation Wealth Partners sold 9 Constellation Brands shares in Q2 2026, an estimated $1.34K.
Constellation Brands made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1093 holding.
Elevation Wealth Partners first reported a position in Constellation Brands in Q4 2024 and has held it in 7 quarters since.
Elevation Wealth Partners's Constellation Brands position peaked at $5.75K in Q4 2024.
379 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.