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Robertson Stephens Wealth Management’s Constellation Brands STZ Stock Holding History

Robertson Stephens 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 		$2.12M Sell
15,264
-37
-0.2% -$5.5K 0.05% 208
2026
Q1 		$2.3M Buy
15,301
+84
+0.6% +$13K 0.06% 195
2025
Q4 		$2.1M Buy
+15,217
New +$2.09M 0.05% 207
2025
Q3 		– Sell
-1,325
Closed -$216K – 572
2025
Q2 		$216K Sell
1,325
-25
-2% -$4.48K 0.01% 521
2025
Q1 		$248K Sell
1,350
-5
-0.4% -$908 0.01% 488
2024
Q4 		$299K Sell
1,355
-133
-9% -$31.6K 0.01% 468
2024
Q3 		$383K Buy
1,488
+25
+2% +$6.2K 0.01% 474
2024
Q2 		$376K Buy
1,463
+168
+13% +$43.2K 0.02% 370
2024
Q1 		$352K Buy
1,295
+94
+8% +$23.8K 0.02% 402
2023
Q4 		$290K Buy
1,201
+1
+0.1% +$238 0.02% 386
2023
Q3 		$302K Hold
1,200
– – 0.02% 374
2023
Q2 		$295K Sell
1,200
-143
-11% -$33.5K 0.02% 359
2023
Q1 		$303K Buy
1,343
+117
+10% +$26K 0.02% 366
2022
Q4 		$284K Hold
1,226
– – 0.03% 341
2022
Q3 		$281K Sell
1,226
-6
-0.5% -$1.46K 0.03% 289
2022
Q2 		$287K Sell
1,232
-224
-15% -$54.5K 0.03% 298
2022
Q1 		$335K Buy
1,456
+210
+17% +$48.5K 0.03% 295
2021
Q4 		$312K Buy
+1,246
New +$284K 0.03% 311

Other funds holding STZ

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Robertson Stephens Wealth Management's STZ Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Constellation Brands (STZ) stake by 0.24% in Q2 2026, selling an estimated $5.5K and leaving 15,264 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #208.

Robertson Stephens Wealth Management first reported a position in STZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.3M in Q1 2026. 438 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Robertson Stephens Wealth Management held 15,264 shares of Constellation Brands worth $2.12M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 37 Constellation Brands shares in Q2 2026, an estimated $5.5K.
  • Constellation Brands made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Robertson Stephens Wealth Management first reported a position in Constellation Brands in Q4 2021 and has held it in 18 quarters since.
  • Robertson Stephens Wealth Management's Constellation Brands position peaked at $2.3M in Q1 2026.
  • 438 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.