Private Wealth Asset Management’s Constellation Brands STZ Stock Holding History

Private Wealth Asset 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	$8.21K	Hold	59	–	–	﹤0.01%	739
2026 Q1	$8.85K	Hold	59	–	–	﹤0.01%	719
2025 Q4	$8.14K	Hold	59	–	–	﹤0.01%	712
2025 Q3	$7.95K	Hold	59	–	–	﹤0.01%	691
2025 Q2	$9.6K	Sell	59 -73	-55%	-$13.1K	﹤0.01%	670
2025 Q1	$24.2K	Buy	+132	New	+$24K	﹤0.01%	486

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Wealth Asset Management's STZ Position: Q2 2026 in Review

Private Wealth Asset Management held its Constellation Brands (STZ) position steady in Q2 2026 at 59 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Private Wealth Asset Management first reported a position in STZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.2K in Q1 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Private Wealth Asset Management held 59 shares of Constellation Brands worth $8.21K as of Q2 2026.
Private Wealth Asset Management left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #739 holding.
Private Wealth Asset Management first reported a position in Constellation Brands in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Constellation Brands position peaked at $24.2K in Q1 2025.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.