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Global Wealth Strategies & Associates’s Constellation Brands STZ Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-75
Closed -$11.3K – 417
2026
Q1 		$11.3K Hold
75
– – ﹤0.01% 302
2025
Q4 		$10.3K Sell
75
-25
-25% -$3.43K ﹤0.01% 309
2025
Q3 		$13.5K Buy
+100
New +$15.9K ﹤0.01% 255

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

Global Wealth Strategies & Associates's STZ Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 75 shares — an estimated $11.3K sold.

Global Wealth Strategies & Associates first reported a position in STZ in Q3 2025 and held it in 3 quarters. The position peaked at $13.5K in Q3 2025. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 75 Constellation Brands shares in Q2 2026, an estimated $11.3K.
  • Global Wealth Strategies & Associates first reported a position in Constellation Brands in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Constellation Brands position peaked at $13.5K in Q3 2025.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.