Highline Wealth Partners’s Constellation Brands STZ Stock Holding History

Highline 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	$1.92K	Buy	17 +5	+42%	+$645	﹤0.01%	1251
2026 Q2	$1.67K	Buy	+12	New	+$1.78K	﹤0.01%	1207
2025 Q3	–	Sell	-7	Closed	-$1.14K	–	1131
2025 Q2	$1.14K	Sell	7 -20	-74%	-$3.59K	﹤0.01%	707
2025 Q1	$4.99K	Buy	27 +14	+108%	+$2.54K	﹤0.01%	422
2024 Q4	$2.92K	Sell	13 -71	-85%	-$16.9K	﹤0.01%	416
2024 Q3	$21.7K	Buy	84 +71	+546%	+$17.6K	0.01%	185
2024 Q2	$3.37K	Hold	13	–	–	﹤0.01%	325
2024 Q1	$3.55K	Hold	13	–	–	﹤0.01%	293
2023 Q4	$3.14K	Hold	13	–	–	﹤0.01%	276
2023 Q3	$3.27K	Hold	13	–	–	﹤0.01%	245
2023 Q2	$3.2K	Hold	13	–	–	﹤0.01%	206
2023 Q1	$2.94K	Hold	13	–	–	﹤0.01%	210
2022 Q4	$3.01K	Hold	13	–	–	﹤0.01%	195
2022 Q3	$2.99K	Buy	+13	New	+$3.17K	﹤0.01%	189

Other funds holding STZ

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Highline Wealth Partners increased its Constellation Brands (STZ) stake by 42% in Q3 2026, buying an estimated $645 and bringing the position to 17 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Highline Wealth Partners first reported a position in STZ in Q3 2022 and has held it in 14 quarters since. The position peaked at $21.7K in Q3 2024. 206 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Highline Wealth Partners held 17 shares of Constellation Brands worth $1.92K as of Q3 2026.
Highline Wealth Partners bought 5 Constellation Brands shares in Q3 2026, an estimated $645.
Constellation Brands made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1251 holding.
Highline Wealth Partners first reported a position in Constellation Brands in Q3 2022 and has held it in 14 quarters since.
Highline Wealth Partners's Constellation Brands position peaked at $21.7K in Q3 2024.
206 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.