IAAG
STZ icon

Innovative Asset Advisors Group’s Constellation Brands STZ Stock Holding History

Innovative Asset Advisors 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
Q2 		– Sell
-109
Closed -$16.4K – 927
2026
Q1 		$16.4K Buy
+109
New +$16.8K 0.01% 545

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

Innovative Asset Advisors Group's STZ Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 109 shares — an estimated $16.4K sold.

Innovative Asset Advisors Group first reported a position in STZ in Q1 2026 and held it in 1 quarter. The position peaked at $16.4K in Q1 2026. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 109 Constellation Brands shares in Q2 2026, an estimated $16.4K.
  • Innovative Asset Advisors Group first reported a position in Constellation Brands in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Constellation Brands position peaked at $16.4K in Q1 2026.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.