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Strategic Wealth Partners’s Constellation Brands STZ Stock Holding History

Strategic Wealth Partners’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
Q1 		$55.1K Sell
367
-234
-39% -$36.2K ﹤0.01% 497
2025
Q4 		$82.9K Sell
601
-582
-49% -$79.9K 0.01% 435
2025
Q3 		$159K Sell
1,183
-1,107
-48% -$176K 0.01% 367
2025
Q2 		$373K Buy
+2,290
New +$411K 0.03% 249
2024
Q4 		$550K Sell
3,370
-25,621
-88% -$6.09M 0.05% 198
2024
Q3 		$7.47M Buy
28,991
+472
+2% +$117K 0.72% 46
2024
Q2 		$7.34M Buy
28,519
+765
+3% +$197K 0.77% 38
2024
Q1 		$7.54M Buy
27,754
+2,317
+9% +$586K 0.83% 34
2023
Q4 		$6.15M Buy
25,437
+5,205
+26% +$1.24M 0.76% 38
2023
Q3 		$5.08M Buy
20,232
+427
+2% +$111K 0.67% 34
2023
Q2 		$4.87M Sell
19,805
-11
-0.1% -$2.57K 0.63% 34
2023
Q1 		$4.48M Buy
19,816
+4,175
+27% +$929K 0.69% 31
2022
Q4 		$3.62M Buy
15,641
+2,395
+18% +$573K 0.67% 39
2022
Q3 		$3.04M Buy
13,246
+35
+0.3% +$8.53K 0.65% 44
2022
Q2 		$3.08M Buy
13,211
+2,211
+20% +$538K 0.66% 45
2022
Q1 		$2.53M Buy
11,000
+3,759
+52% +$868K 0.49% 64
2021
Q4 		$1.82M Buy
7,241
+108
+2% +$24.6K 0.34% 94
2021
Q3 		$1.5M Buy
7,133
+1,547
+28% +$338K 0.44% 61
2021
Q2 		$1.31M Sell
5,586
-116
-2% -$27.2K 0.43% 62
2021
Q1 		$1.3M Sell
5,702
-247
-4% -$55.7K 0.52% 52
2020
Q4 		$1.3M Sell
5,949
-251
-4% -$49.3K 0.55% 53
2020
Q3 		$1.18M Buy
6,200
+605
+11% +$110K 0.59% 46
2020
Q2 		$979K Buy
5,595
+1,923
+52% +$320K 0.51% 59
2020
Q1 		$697K Hold
3,672
– – 0.36% 81
2019
Q4 		$697K Sell
3,672
-1,759
-32% -$332K 0.36% 81
2019
Q3 		$197K Buy
5,431
+4,408
+431% +$885K 1.01% 29
2019
Q2 		$203K Buy
1,023
+1,001
+4,550% +$195K 0.1% 132
2019
Q1 		$4K Buy
22
+7
+47% +$1.18K ﹤0.01% 681
2018
Q4 		$2K Sell
15
-32
-68% -$6.36K ﹤0.01% 645
2018
Q3 		$10K Buy
47
+28
+147% +$5.95K 0.01% 479
2018
Q2 		$4K Hold
19
– – ﹤0.01% 662
2018
Q1 		$4K Buy
+19
New +$4.18K ﹤0.01% 678

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Strategic Wealth Partners's STZ Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Constellation Brands (STZ) stake by 39% in Q1 2026, selling an estimated $36.2K and leaving 367 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Strategic Wealth Partners first reported a position in STZ in Q1 2018 and has held it in 32 quarters since. The position peaked at $7.54M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Strategic Wealth Partners held 367 shares of Constellation Brands worth $55.1K as of Q1 2026.
  • Strategic Wealth Partners sold 234 Constellation Brands shares in Q1 2026, an estimated $36.2K.
  • Constellation Brands made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #497 holding.
  • Strategic Wealth Partners first reported a position in Constellation Brands in Q1 2018 and has held it in 32 quarters since.
  • Strategic Wealth Partners's Constellation Brands position peaked at $7.54M in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.