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Nvest Wealth Strategies’s Constellation Brands STZ Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-4
Closed -$600 – 420
2026
Q1 		$600 Buy
+4
New +$618 ﹤0.01% 264

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's STZ Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 4 shares — an estimated $600 sold.

Nvest Wealth Strategies first reported a position in STZ in Q1 2026 and held it in 1 quarter. The position peaked at $600 in Q1 2026. 571 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 4 Constellation Brands shares in Q2 2026, an estimated $600.
  • Nvest Wealth Strategies first reported a position in Constellation Brands in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Constellation Brands position peaked at $600 in Q1 2026.
  • 571 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.