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Institute for Wealth Management’s Constellation Brands STZ Stock Holding History

Institute for Wealth Management’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 		$51.1K Buy
+367
New +$54.6K ﹤0.01% 871
2019
Q3 		– Sell
-1,211
Closed -$238K – 466
2019
Q2 		$238K Buy
+1,211
New +$236K 0.05% 401
2017
Q3 		– Sell
-1,203
Closed -$233K – 375
2017
Q2 		$233K Buy
+1,203
New +$214K 0.06% 348

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's STZ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Constellation Brands (STZ) in Q2 2026: 367 shares worth $51.1K. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in STZ as recently as Q2 2019.

Institute for Wealth Management first reported a position in STZ in Q2 2017 and has held it in 3 quarters since. The position peaked at $238K in Q2 2019. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Institute for Wealth Management held 367 shares of Constellation Brands worth $51.1K as of Q2 2026.
  • Constellation Brands was a new Institute for Wealth Management position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #871 holding.
  • Institute for Wealth Management first reported a position in Constellation Brands in Q2 2017 and has held it in 3 quarters since.
  • Institute for Wealth Management's Constellation Brands position peaked at $238K in Q2 2019.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.