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LifeSteps Financial’s Constellation Brands STZ Stock Holding History

LifeSteps Financial’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 		$2.92K Buy
+21
New +$3.12K ﹤0.01% 616
2024
Q2 		– Sell
-11
Closed -$2.99K – 360
2024
Q1 		$2.99K Buy
+11
New +$2.78K ﹤0.01% 374

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

LifeSteps Financial's STZ Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Constellation Brands (STZ) in Q2 2026: 21 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in STZ as recently as Q1 2024.

LifeSteps Financial first reported a position in STZ in Q1 2024 and has held it in 2 quarters since. The position peaked at $2.99K in Q1 2024. 267 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • LifeSteps Financial held 21 shares of Constellation Brands worth $2.92K as of Q2 2026.
  • Constellation Brands was a new LifeSteps Financial position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #616 holding.
  • LifeSteps Financial first reported a position in Constellation Brands in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Constellation Brands position peaked at $2.99K in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.