Envestnet Portfolio Solutions
STZ icon

Envestnet Portfolio Solutions’s Constellation Brands STZ Stock Holding History

Envestnet Portfolio 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 		$965K Sell
6,936
-401
-5% -$59.6K ﹤0.01% 722
2026
Q1 		$1.1M Sell
7,337
-489
-6% -$75.5K 0.01% 603
2025
Q4 		$1.08M Sell
7,826
-1,647
-17% -$226K ﹤0.01% 728
2025
Q3 		$1.28M Sell
9,473
-185
-2% -$29.4K ﹤0.01% 665
2025
Q2 		$1.57M Buy
9,658
+1,434
+17% +$257K 0.01% 640
2025
Q1 		$1.51M Sell
8,224
-11,054
-57% -$2.01M 0.01% 674
2024
Q4 		$4.26M Sell
19,278
-3,526
-15% -$838K 0.01% 435
2024
Q3 		$5.88M Buy
22,804
+73
+0.3% +$18.1K 0.02% 350
2024
Q2 		$5.85M Buy
22,731
+1,563
+7% +$402K 0.02% 333
2024
Q1 		$5.75M Buy
21,168
+2,531
+14% +$640K 0.02% 343
2023
Q4 		$4.51M Buy
18,637
+1,308
+8% +$311K 0.02% 350
2023
Q3 		$4.36M Buy
+17,329
New +$4.52M 0.02% 346

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's STZ Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Constellation Brands (STZ) stake by 5.5% in Q2 2026, selling an estimated $59.6K and leaving 6,936 shares worth $965K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Envestnet Portfolio Solutions first reported a position in STZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.88M in Q3 2024. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,936 shares of Constellation Brands worth $965K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 401 Constellation Brands shares in Q2 2026, an estimated $59.6K.
  • Constellation Brands made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #722 holding.
  • Envestnet Portfolio Solutions first reported a position in Constellation Brands in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Constellation Brands position peaked at $5.88M in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.