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One Wealth Capital Management’s Constellation Brands STZ Stock Holding History

One Wealth Capital Management’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 		$325K Buy
+2,340
New +$348K 0.09% 168
2026
Q1 		– Sell
-1,463
Closed -$202K – 149
2025
Q4 		$202K Buy
+1,463
New +$201K 0.09% 135

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

One Wealth Capital Management's STZ Position: Q2 2026 in Review

One Wealth Capital Management opened a new position in Constellation Brands (STZ) in Q2 2026: 2,340 shares worth $325K. The stake represents 0.09% of the portfolio and ranks #168 among its holdings. This is a return to the name: One Wealth Capital Management previously reported a position in STZ as recently as Q4 2025.

One Wealth Capital Management first reported a position in STZ in Q4 2025 and has held it in 2 quarters since. 413 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • One Wealth Capital Management held 2,340 shares of Constellation Brands worth $325K as of Q2 2026.
  • Constellation Brands was a new One Wealth Capital Management position in Q2 2026.
  • Constellation Brands made up 0.09% of One Wealth Capital Management's portfolio in Q2 2026, its #168 holding.
  • One Wealth Capital Management first reported a position in Constellation Brands in Q4 2025 and has held it in 2 quarters since.
  • 413 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.