NAAA
STZ icon

New Age Alpha Advisors’s Constellation Brands STZ Stock Holding History

New Age Alpha 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 		$153K Sell
1,099
-170
-13% -$25.3K 0.01% 798
2026
Q1 		$190K Sell
1,269
-1,700
-57% -$263K 0.01% 625
2025
Q4 		$410K Sell
2,969
-346
-10% -$47.5K 0.02% 508
2025
Q3 		$446K Sell
3,315
-518
-14% -$82.4K 0.02% 508
2025
Q2 		$624K Buy
3,833
+3,724
+3,417% +$668K 0.03% 467
2025
Q1 		$20K Buy
109
+9
+9% +$1.64K ﹤0.01% 873
2024
Q4 		$22.1K Buy
100
+36
+56% +$8.55K ﹤0.01% 848
2024
Q3 		$16.5K Buy
+64
New +$15.9K 0.01% 130

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

New Age Alpha Advisors's STZ Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Constellation Brands (STZ) stake by 13% in Q2 2026, selling an estimated $25.3K and leaving 1,099 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #798.

New Age Alpha Advisors first reported a position in STZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $624K in Q2 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • New Age Alpha Advisors held 1,099 shares of Constellation Brands worth $153K as of Q2 2026.
  • New Age Alpha Advisors sold 170 Constellation Brands shares in Q2 2026, an estimated $25.3K.
  • Constellation Brands made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #798 holding.
  • New Age Alpha Advisors first reported a position in Constellation Brands in Q3 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's Constellation Brands position peaked at $624K in Q2 2025.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.