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SHP Wealth Management’s Constellation Brands STZ Stock Holding History

SHP 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 		$5.84K Sell
42
-8
-16% -$1.19K ﹤0.01% 1126
2026
Q1 		$7.5K Buy
50
+20
+67% +$3.09K ﹤0.01% 975
2025
Q4 		$4.14K Buy
+30
New +$4.12K ﹤0.01% 1013

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Constellation Brands (STZ) stake by 16% in Q2 2026, selling an estimated $1.19K and leaving 42 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

SHP Wealth Management first reported a position in STZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.5K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • SHP Wealth Management held 42 shares of Constellation Brands worth $5.84K as of Q2 2026.
  • SHP Wealth Management sold 8 Constellation Brands shares in Q2 2026, an estimated $1.19K.
  • Constellation Brands made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1126 holding.
  • SHP Wealth Management first reported a position in Constellation Brands in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Constellation Brands position peaked at $7.5K in Q1 2026.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

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