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Spire Wealth Management’s Constellation Brands STZ Stock Holding History

Spire 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 		$21.4K Sell
154
-88
-36% -$13.1K ﹤0.01% 1423
2026
Q1 		$36.3K Sell
242
-72
-23% -$11.1K ﹤0.01% 1260
2025
Q4 		$43.4K Sell
314
-344
-52% -$47.2K ﹤0.01% 1225
2025
Q3 		$88.6K Sell
658
-236
-26% -$37.5K ﹤0.01% 1031
2025
Q2 		$145K Sell
894
-232
-21% -$41.6K 0.01% 850
2025
Q1 		$207K Sell
1,126
-1,601
-59% -$291K 0.01% 819
2024
Q4 		$603K Buy
2,727
+187
+7% +$44.4K 0.02% 508
2024
Q3 		$655K Buy
2,540
+162
+7% +$40.2K 0.02% 461
2024
Q2 		$612K Sell
2,378
-1,213
-34% -$312K 0.02% 448
2024
Q1 		$976K Sell
3,591
-505
-12% -$128K 0.02% 383
2023
Q4 		$1.04M Sell
4,096
-103
-2% -$24.5K 0.03% 351
2023
Q3 		$1.06M Sell
4,199
-265
-6% -$69.2K 0.04% 318
2023
Q2 		$1.1M Sell
4,464
-162
-4% -$37.9K 0.04% 333
2023
Q1 		$1.04M Buy
4,626
+383
+9% +$85.2K 0.04% 335
2022
Q4 		$983K Sell
4,243
-34
-0.8% -$8.14K 0.06% 235
2022
Q3 		$982K Sell
4,277
-710
-14% -$173K 0.06% 214
2022
Q2 		$1.16M Sell
4,987
-3,454
-41% -$841K 0.05% 301
2022
Q1 		$1.94M Sell
8,441
-3,248
-28% -$750K 0.05% 284
2021
Q4 		$2.93M Buy
11,689
+3,382
+41% +$771K 0.07% 251
2021
Q3 		$1.75M Sell
8,307
-211
-2% -$46.1K 0.05% 309
2021
Q2 		$1.99M Sell
8,518
-978
-10% -$230K 0.05% 289
2021
Q1 		$1.84M Buy
+9,496
New +$2.14M 0.05% 297

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management reduced its Constellation Brands (STZ) stake by 36% in Q2 2026, selling an estimated $13.1K and leaving 154 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Spire Wealth Management first reported a position in STZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.93M in Q4 2021. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Spire Wealth Management held 154 shares of Constellation Brands worth $21.4K as of Q2 2026.
  • Spire Wealth Management sold 88 Constellation Brands shares in Q2 2026, an estimated $13.1K.
  • Constellation Brands made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1423 holding.
  • Spire Wealth Management first reported a position in Constellation Brands in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Constellation Brands position peaked at $2.93M in Q4 2021.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.