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HighPoint Advisor Group’s Constellation Brands STZ Stock Holding History

HighPoint Advisor Group’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 		– Sell
-2,730
Closed -$377K – 994
2025
Q4 		$377K Sell
2,730
-115
-4% -$15.8K 0.01% 764
2025
Q3 		$383K Buy
2,845
+22
+0.8% +$3.5K 0.02% 461
2025
Q2 		$459K Sell
2,823
-2,998
-52% -$538K 0.02% 398
2025
Q1 		$1.08M Buy
5,821
+19
+0.3% +$3.45K 0.06% 227
2024
Q4 		$1.11M Buy
5,802
+153
+3% +$36.4K 0.06% 230
2024
Q3 		$1.46M Sell
5,649
-3,785
-40% -$938K 0.08% 187
2024
Q2 		$2.29M Buy
9,434
+5,623
+148% +$1.45M 0.14% 124
2024
Q1 		$986K Sell
3,811
-28
-0.7% -$7.08K 0.07% 221
2023
Q4 		$1.04M Buy
+3,839
New +$913K 0.07% 215
2022
Q2 		$641K Buy
+2,678
New +$652K 0.07% 228
2021
Q3 		$534K Buy
2,535
+219
+9% +$47.8K 0.05% 293
2021
Q2 		$542K Buy
2,316
+125
+6% +$29.3K 0.05% 283
2021
Q1 		$491K Buy
2,191
+277
+14% +$62.4K 0.06% 273
2020
Q4 		$448K Sell
1,914
-1,331
-41% -$262K 0.05% 280
2020
Q3 		$595K Buy
3,245
+91
+3% +$16.6K 0.11% 161
2020
Q2 		$586K Buy
3,154
+613
+24% +$102K 0.13% 145
2020
Q1 		$403K Buy
2,541
+379
+18% +$66.9K 0.1% 178
2019
Q4 		$411K Buy
2,162
+130
+6% +$24.6K 0.08% 208
2019
Q3 		$381K Buy
2,032
+328
+19% +$65.9K 0.08% 201
2019
Q2 		$342K Buy
1,704
+628
+58% +$123K 0.08% 219
2019
Q1 		$223K Buy
+1,076
New +$181K 0.05% 292

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HighPoint Advisor Group's STZ Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 2,730 shares — an estimated $377K sold.

HighPoint Advisor Group first reported a position in STZ in Q1 2019 and held it in 21 quarters. The position peaked at $2.29M in Q2 2024. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 2,730 Constellation Brands shares in Q1 2026, an estimated $377K.
  • HighPoint Advisor Group first reported a position in Constellation Brands in Q1 2019 and held it in 21 quarters.
  • HighPoint Advisor Group's Constellation Brands position peaked at $2.29M in Q2 2024.
  • 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.