N.E.W. Advisory Services’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.3K Buy
103
+3
+3% +$446 ﹤0.01% 595
2026
Q1
$15K Hold
100
﹤0.01% 555
2025
Q4
$13.8K Hold
100
﹤0.01% 560
2025
Q3
$13.5K Hold
100
﹤0.01% 528
2025
Q2
$16.3K Hold
100
﹤0.01% 490
2025
Q1
$18.4K Buy
+100
New +$18.2K ﹤0.01% 505

Other funds holding STZ

N.E.W. Advisory Services's STZ Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Constellation Brands (STZ) stake by 3% in Q2 2026, buying an estimated $446 and bringing the position to 103 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

N.E.W. Advisory Services first reported a position in STZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.4K in Q1 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • N.E.W. Advisory Services held 103 shares of Constellation Brands worth $14.3K as of Q2 2026.
  • N.E.W. Advisory Services bought 3 Constellation Brands shares in Q2 2026, an estimated $446.
  • Constellation Brands made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #595 holding.
  • N.E.W. Advisory Services first reported a position in Constellation Brands in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Constellation Brands position peaked at $18.4K in Q1 2025.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.