Premier Path Wealth Partners
STZ icon

Premier Path Wealth Partners’s Constellation Brands STZ Stock Holding History

Premier Path Wealth Partners’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
Q3 		– Sell
-3,626
Closed -$504K – 409
2026
Q2 		$504K Sell
3,626
-810
-18% -$120K 0.06% 264
2026
Q1 		$665K Sell
4,436
-1,981
-31% -$306K 0.09% 213
2025
Q4 		$885K Sell
6,417
-2,309
-26% -$317K 0.11% 174
2025
Q3 		$1.18M Buy
8,726
+1,895
+28% +$301K 0.15% 153
2025
Q2 		$1.11M Sell
6,831
-559
-8% -$100K 0.15% 159
2025
Q1 		$1.36M Buy
7,390
+1,748
+31% +$318K 0.21% 113
2024
Q4 		$1.25M Buy
5,642
+485
+9% +$115K 0.19% 124
2024
Q3 		$1.33M Sell
5,157
-89
-2% -$22.1K 0.21% 118
2024
Q2 		$1.35M Buy
5,246
+111
+2% +$28.5K 0.23% 104
2024
Q1 		$1.39M Buy
5,135
+1,192
+30% +$302K 0.26% 96
2023
Q4 		$959K Buy
+3,943
New +$938K 0.21% 122

Other funds holding STZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Premier Path Wealth Partners's STZ Position: Q3 2026 in Review

Premier Path Wealth Partners sold out of Constellation Brands (STZ) in Q3 2026, closing a stake of 3,626 shares — an estimated $504K sold.

Premier Path Wealth Partners first reported a position in STZ in Q4 2023 and held it in 11 quarters. The position peaked at $1.39M in Q1 2024. 521 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Premier Path Wealth Partners reported no remaining Constellation Brands position as of Q3 2026 after selling out during the quarter.
  • Premier Path Wealth Partners sold 3,626 Constellation Brands shares in Q3 2026, an estimated $504K.
  • Premier Path Wealth Partners first reported a position in Constellation Brands in Q4 2023 and held it in 11 quarters.
  • Premier Path Wealth Partners's Constellation Brands position peaked at $1.39M in Q1 2024.
  • 521 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.