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Prentice Wealth Management’s Constellation Brands STZ Stock Holding History

Prentice Wealth 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 		$359K Buy
2,581
+32
+1% +$4.76K 0.07% 96
2026
Q1 		$382K Sell
2,549
-104
-4% -$16.1K 0.09% 90
2025
Q4 		$366K Sell
2,653
-108
-4% -$14.8K 0.08% 92
2025
Q3 		$372K Sell
2,761
-226
-8% -$35.9K 0.09% 87
2025
Q2 		$486K Sell
2,987
-122
-4% -$21.9K 0.13% 80
2025
Q1 		$571K Sell
3,109
-260
-8% -$47.2K 0.16% 70
2024
Q4 		$745K Sell
3,369
-135
-4% -$32.1K 0.22% 54
2024
Q3 		$903K Sell
3,504
-49
-1% -$12.1K 0.27% 48
2024
Q2 		$914K Sell
3,553
-47
-1% -$12.1K 0.3% 42
2024
Q1 		$978K Buy
3,600
+139
+4% +$35.2K 0.34% 40
2023
Q4 		$837K Buy
3,461
+36
+1% +$8.56K 0.33% 37
2023
Q3 		$861K Sell
3,425
-125
-4% -$32.6K 0.39% 34
2023
Q2 		$874K Sell
3,550
-139
-4% -$32.5K 0.4% 33
2023
Q1 		$833K Sell
3,689
-161
-4% -$35.8K 0.4% 32
2022
Q4 		$892K Sell
3,850
-11
-0.3% -$2.63K 0.45% 26
2022
Q3 		$890K Sell
3,861
-83
-2% -$20.2K 0.49% 25
2022
Q2 		$919K Buy
3,944
+163
+4% +$39.7K 0.94% 18
2022
Q1 		$874K Buy
3,781
+203
+6% +$46.9K 0.42% 27
2021
Q4 		$909K Sell
3,578
-102
-3% -$23.2K 0.43% 27
2021
Q3 		$775K Sell
3,680
-1
-0% -$218 0.37% 29
2021
Q2 		$861K Sell
3,681
-23
-0.6% -$5.4K 0.44% 24
2021
Q1 		$845K Buy
+3,704
New +$835K 0.47% 22

Other funds holding STZ

Assenagon Asset Management
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Prentice Wealth Management's STZ Position: Q2 2026 in Review

Prentice Wealth Management increased its Constellation Brands (STZ) stake by 1.3% in Q2 2026, buying an estimated $4.76K and bringing the position to 2,581 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #96.

Prentice Wealth Management first reported a position in STZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $978K in Q1 2024. 193 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Prentice Wealth Management held 2,581 shares of Constellation Brands worth $359K as of Q2 2026.
  • Prentice Wealth Management bought 32 Constellation Brands shares in Q2 2026, an estimated $4.76K.
  • Constellation Brands made up 0.07% of Prentice Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Prentice Wealth Management first reported a position in Constellation Brands in Q1 2021 and has held it in 22 quarters since.
  • Prentice Wealth Management's Constellation Brands position peaked at $978K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.