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Invera Wealth Advisors’s Constellation Brands STZ Stock Holding History

Invera Wealth Advisors’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 		$626K Sell
4,503
-14
-0.3% -$2.08K 0.34% 72
2026
Q1 		$678K Buy
4,517
+12
+0.3% +$1.85K 0.43% 62
2025
Q4 		$622K Buy
4,505
+949
+27% +$130K 0.39% 63
2025
Q3 		$479K Buy
+3,556
New +$566K 0.3% 71

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

Invera Wealth Advisors's STZ Position: Q2 2026 in Review

Invera Wealth Advisors reduced its Constellation Brands (STZ) stake by 0.31% in Q2 2026, selling an estimated $2.08K and leaving 4,503 shares worth $626K. The position accounts for 0.34% of the portfolio, ranked #72.

Invera Wealth Advisors first reported a position in STZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $678K in Q1 2026. 1,029 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Invera Wealth Advisors held 4,503 shares of Constellation Brands worth $626K as of Q2 2026.
  • Invera Wealth Advisors sold 14 Constellation Brands shares in Q2 2026, an estimated $2.08K.
  • Constellation Brands made up 0.34% of Invera Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Invera Wealth Advisors first reported a position in Constellation Brands in Q3 2025 and has held it in 4 quarters since.
  • Invera Wealth Advisors's Constellation Brands position peaked at $678K in Q1 2026.
  • 1,029 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.