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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Portfolio Solutions's STZ Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Constellation Brands (STZ) stake by 6.2% in Q1 2026, selling an estimated $75.5K and leaving 7,337 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #603.

Envestnet Portfolio Solutions first reported a position in STZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.88M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Envestnet Portfolio Solutions held 7,337 shares of Constellation Brands worth $1.1M as of Q1 2026.
Envestnet Portfolio Solutions sold 489 Constellation Brands shares in Q1 2026, an estimated $75.5K.
Constellation Brands made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #603 holding.
Envestnet Portfolio Solutions first reported a position in Constellation Brands in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Constellation Brands position peaked at $5.88M in Q3 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.