Smartleaf Asset Management’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$279K Hold
2,000
0.01% 711
2026
Q1
$302K Buy
2,000
+662
+49% +$102K 0.01% 654
2025
Q4
$188K Buy
1,338
+74
+6% +$10.2K 0.01% 829
2025
Q3
$173K Buy
1,264
+292
+30% +$46.4K 0.01% 786
2025
Q2
$157K Buy
972
+128
+15% +$23K 0.01% 666
2025
Q1
$155K Sell
844
-294
-26% -$53.4K 0.02% 656
2024
Q4
$250K Buy
1,138
+209
+22% +$49.7K 0.03% 481
2024
Q3
$240K Buy
929
+324
+54% +$80.3K 0.03% 441
2024
Q2
$155K Buy
605
+343
+131% +$88.2K 0.03% 449
2024
Q1
$71.3K Buy
262
+253
+2,811% +$64K 0.01% 600
2023
Q4
$2.18K Buy
+9
New +$2.14K ﹤0.01% 954

Other funds holding STZ

Smartleaf Asset Management's STZ Position: Q2 2026 in Review

Smartleaf Asset Management held its Constellation Brands (STZ) position steady in Q2 2026 at 2,000 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #711.

Smartleaf Asset Management first reported a position in STZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $302K in Q1 2026. 1,034 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Smartleaf Asset Management held 2,000 shares of Constellation Brands worth $279K as of Q2 2026.
  • Smartleaf Asset Management left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #711 holding.
  • Smartleaf Asset Management first reported a position in Constellation Brands in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Constellation Brands position peaked at $302K in Q1 2026.
  • 1,034 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.