PWA
STZ icon

Provenance Wealth Advisors’s Constellation Brands STZ Stock Holding History

Provenance 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 		$556 Buy
+4
New +$595 ﹤0.01% 564
2024
Q4 		– Sell
-35
Closed -$9.02K – 594
2024
Q3 		$9.02K Buy
+35
New +$8.68K ﹤0.01% 344
2024
Q1 		– Sell
-11
Closed -$2.66K – 607
2023
Q4 		$2.66K Buy
+11
New +$2.62K ﹤0.01% 417

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
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

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

Provenance Wealth Advisors opened a new position in Constellation Brands (STZ) in Q2 2026: 4 shares worth $556. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in STZ as recently as Q3 2024.

Provenance Wealth Advisors first reported a position in STZ in Q4 2023 and has held it in 3 quarters since. The position peaked at $9.02K in Q3 2024. 261 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Provenance Wealth Advisors held 4 shares of Constellation Brands worth $556 as of Q2 2026.
  • Constellation Brands was a new Provenance Wealth Advisors position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #564 holding.
  • Provenance Wealth Advisors first reported a position in Constellation Brands in Q4 2023 and has held it in 3 quarters since.
  • Provenance Wealth Advisors's Constellation Brands position peaked at $9.02K in Q3 2024.
  • 261 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.