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Prestige Wealth Management Group’s Constellation Brands STZ Stock Holding History

Prestige Wealth Management Group’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 		$15.3K Sell
110
-20
-15% -$2.97K ﹤0.01% 385
2026
Q1 		$19.5K Hold
130
– – ﹤0.01% 337
2025
Q4 		$17.9K Sell
130
-48
-27% -$6.59K ﹤0.01% 358
2025
Q3 		$24K Hold
178
– – ﹤0.01% 339
2025
Q2 		$29K Buy
178
+20
+13% +$3.59K 0.01% 316
2025
Q1 		$29K Sell
158
-305
-66% -$55.4K 0.01% 308
2024
Q4 		$102K Sell
463
-7
-1% -$1.66K 0.02% 202
2024
Q3 		$121K Sell
470
-1,051
-69% -$261K 0.03% 180
2024
Q2 		$391K Sell
1,521
-74
-5% -$19K 0.08% 103
2024
Q1 		$433K Buy
1,595
+30
+2% +$7.59K 0.09% 101
2023
Q4 		$378K Sell
1,565
-8
-0.5% -$1.9K 0.09% 101
2023
Q3 		$395K Buy
1,573
+30
+2% +$7.83K 0.1% 94
2023
Q2 		$380K Sell
1,543
-948
-38% -$222K 0.09% 105
2023
Q1 		$563K Buy
2,491
+980
+65% +$218K 0.14% 78
2022
Q4 		$350K Sell
1,511
-834
-36% -$200K 0.09% 101
2022
Q3 		$539K Buy
2,345
+75
+3% +$18.3K 0.15% 66
2022
Q2 		$529K Sell
2,270
-5
-0.2% -$1.22K 0.14% 68
2022
Q1 		$524K Buy
2,275
+776
+52% +$179K 0.13% 78
2021
Q4 		$376K Buy
1,499
+1,022
+214% +$233K 0.09% 93
2021
Q3 		$100K Hold
477
– – 0.03% 188
2021
Q2 		$111K Hold
477
– – 0.03% 176
2021
Q1 		$108K Buy
477
+2
+0.4% +$451 0.03% 176
2020
Q4 		$104K Sell
475
-73
-13% -$14.4K 0.03% 171
2020
Q3 		$104K Hold
548
– – 0.03% 166
2020
Q2 		$96K Sell
548
-39
-7% -$6.5K 0.03% 154
2020
Q1 		$84K Hold
587
– – 0.04% 132
2019
Q4 		$112K Sell
587
-495
-46% -$93.5K 0.06% 153
2019
Q3 		$225K Buy
1,082
+23
+2% +$4.62K 0.13% 103
2019
Q2 		$208K Buy
1,059
+7
+0.7% +$1.37K 0.13% 107
2019
Q1 		$184K Buy
1,052
+127
+14% +$21.4K 0.11% 112
2018
Q4 		$149K Buy
+925
New +$184K 0.11% 121

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prestige Wealth Management Group's STZ Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Constellation Brands (STZ) stake by 15% in Q2 2026, selling an estimated $2.97K and leaving 110 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Prestige Wealth Management Group first reported a position in STZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $563K in Q1 2023. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Prestige Wealth Management Group held 110 shares of Constellation Brands worth $15.3K as of Q2 2026.
  • Prestige Wealth Management Group sold 20 Constellation Brands shares in Q2 2026, an estimated $2.97K.
  • Constellation Brands made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #385 holding.
  • Prestige Wealth Management Group first reported a position in Constellation Brands in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Constellation Brands position peaked at $563K in Q1 2023.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.