Physician Wealth Advisors’s Constellation Brands STZ Stock Holding History

Physician Wealth 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	$5.15K	Sell	37 -14	-27%	-$2.08K	﹤0.01%	1084
2026 Q1	$7.65K	Sell	51 -6	-11%	-$927	﹤0.01%	875
2025 Q4	$7.86K	Sell	57 -30	-34%	-$4.12K	﹤0.01%	842
2025 Q3	$11.7K	Buy	+87	New	+$13.8K	﹤0.01%	720
2025 Q2	–	Sell	-5	Closed	-$918	–	1961
2025 Q1	$918	Buy	+5	New	+$908	﹤0.01%	1136

Other funds holding STZ

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Physician Wealth Advisors's STZ Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Constellation Brands (STZ) stake by 27% in Q2 2026, selling an estimated $2.08K and leaving 37 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Physician Wealth Advisors first reported a position in STZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.7K in Q3 2025. 219 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Physician Wealth Advisors held 37 shares of Constellation Brands worth $5.15K as of Q2 2026.
Physician Wealth Advisors sold 14 Constellation Brands shares in Q2 2026, an estimated $2.08K.
Constellation Brands made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1084 holding.
Physician Wealth Advisors first reported a position in Constellation Brands in Q1 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Constellation Brands position peaked at $11.7K in Q3 2025.
219 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.