Newbridge Financial Services Group’s Constellation Brands STZ Stock Holding History

Newbridge Financial Services Group’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	$31.9K	Buy	229 +151	+194%	+$22.4K	﹤0.01%	595
2026 Q1	$11.7K	Buy	+78	New	+$12.1K	﹤0.01%	772
2025 Q3	–	Sell	-303	Closed	-$49.3K	–	1381
2025 Q2	$49.3K	Buy	+303	New	+$54.3K	0.01%	507
2023 Q2	–	Sell	-7	Closed	-$1.58K	–	1437
2023 Q1	$1.58K	Sell	7 -200	-97%	-$44.5K	﹤0.01%	1231
2022 Q4	$48K	Buy	207 +193	+1,379%	+$46.2K	0.03%	474
2022 Q3	$3K	Buy	14 +7	+100%	+$1.71K	﹤0.01%	1152
2022 Q2	$2K	Sell	7 -7	-50%	-$1.7K	﹤0.01%	1219
2022 Q1	$3K	Buy	14 +7	+100%	+$1.62K	﹤0.01%	1243
2021 Q4	$2K	Buy	+7	New	+$1.59K	﹤0.01%	1277
2021 Q3	–	Sell	-1	Closed	–	–	1596
2021 Q2	$0	Buy	+1	New	+$235	﹤0.01%	1507

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Newbridge Financial Services Group's STZ Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Constellation Brands (STZ) stake by 194% in Q2 2026, buying an estimated $22.4K and bringing the position to 229 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Newbridge Financial Services Group first reported a position in STZ in Q2 2021 and has held it in 10 quarters since. The position peaked at $49.3K in Q2 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Newbridge Financial Services Group held 229 shares of Constellation Brands worth $31.9K as of Q2 2026.
Newbridge Financial Services Group bought 151 Constellation Brands shares in Q2 2026, an estimated $22.4K.
Constellation Brands made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #595 holding.
Newbridge Financial Services Group first reported a position in Constellation Brands in Q2 2021 and has held it in 10 quarters since.
Newbridge Financial Services Group's Constellation Brands position peaked at $49.3K in Q2 2025.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.