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Integrated Wealth Concepts’s Constellation Brands STZ Stock Holding History

Integrated Wealth Concepts’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 		$1.48M Buy
10,631
+1,090
+11% +$162K 0.01% 987
2026
Q1 		$1.43M Buy
9,541
+5,147
+117% +$795K 0.01% 916
2025
Q4 		$606K Sell
4,394
-3,435
-44% -$471K 0.01% 1002
2025
Q3 		$1.05M Sell
7,829
-1,619
-17% -$258K 0.01% 950
2025
Q2 		$1.54M Sell
9,448
-2,294
-20% -$411K 0.02% 726
2025
Q1 		$2.15M Sell
11,742
-357
-3% -$64.9K 0.03% 559
2024
Q4 		$2.67M Buy
12,099
+1,748
+17% +$415K 0.03% 468
2024
Q3 		$2.67M Sell
10,351
-257
-2% -$63.7K 0.03% 464
2024
Q2 		$2.73M Buy
10,608
+291
+3% +$74.8K 0.04% 412
2024
Q1 		$2.8M Sell
10,317
-1,448
-12% -$366K 0.04% 404
2023
Q4 		$2.84M Sell
11,765
-213
-2% -$50.7K 0.05% 361
2023
Q3 		$3.01M Sell
11,978
-252
-2% -$65.8K 0.05% 326
2023
Q2 		$3.01M Sell
12,230
-405
-3% -$94.8K 0.05% 331
2023
Q1 		$2.85M Buy
12,635
+5,548
+78% +$1.23M 0.06% 302
2022
Q4 		$1.64M Buy
7,087
+1,226
+21% +$293K 0.04% 362
2022
Q3 		$1.35M Sell
5,861
-136
-2% -$33.1K 0.04% 358
2022
Q2 		$1.4M Buy
5,997
+54
+0.9% +$13.1K 0.04% 356
2022
Q1 		$1.37M Sell
5,943
-1,514
-20% -$350K 0.04% 326
2021
Q4 		$1.87M Buy
7,457
+502
+7% +$114K 0.06% 273
2021
Q3 		$1.47M Buy
6,955
+2,199
+46% +$480K 0.05% 301
2021
Q2 		$1.11M Buy
4,756
+444
+10% +$104K 0.04% 337
2021
Q1 		$983K Buy
4,312
+587
+16% +$132K 0.04% 295
2020
Q4 		$816K Buy
3,725
+42
+1% +$8.26K 0.04% 288
2020
Q3 		$698K Buy
3,683
+347
+10% +$63.3K 0.04% 279
2020
Q2 		$584K Buy
3,336
+851
+34% +$142K 0.04% 255
2020
Q1 		$356K Buy
2,485
+1,325
+114% +$234K 0.03% 281
2019
Q4 		$220K Buy
1,160
+34
+3% +$6.42K 0.02% 440
2019
Q3 		$233K Sell
1,126
-866
-43% -$174K 0.03% 368
2019
Q2 		$377K Buy
+1,992
New +$389K 0.05% 232

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

Integrated Wealth Concepts's STZ Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Constellation Brands (STZ) stake by 11% in Q2 2026, buying an estimated $162K and bringing the position to 10,631 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #987.

Integrated Wealth Concepts first reported a position in STZ in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.01M in Q3 2023. 1,034 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Integrated Wealth Concepts held 10,631 shares of Constellation Brands worth $1.48M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,090 Constellation Brands shares in Q2 2026, an estimated $162K.
  • Constellation Brands made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #987 holding.
  • Integrated Wealth Concepts first reported a position in Constellation Brands in Q2 2019 and has held it in 29 quarters since.
  • Integrated Wealth Concepts's Constellation Brands position peaked at $3.01M in Q3 2023.
  • 1,034 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.