Unique Wealth Strategies’s Constellation Brands STZ Stock Holding History

Unique Wealth Strategies’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	–	Sell	-3,781	Closed	-$567K	–	267
2026 Q1	$567K	Buy	3,781 +723	+24%	+$112K	0.23%	127
2025 Q4	$422K	Buy	3,058 +285	+10%	+$39.1K	0.16%	168
2025 Q3	$373K	Buy	2,773 +447	+19%	+$71.1K	0.14%	179
2025 Q2	$378K	Buy	2,326 +165	+8%	+$29.6K	0.16%	169
2025 Q1	$397K	Buy	+2,161	New	+$393K	0.18%	157
2024 Q3	–	Sell	-8	Closed	-$2.17K	–	606
2024 Q2	$2.17K	Buy	+8	New	+$2.06K	﹤0.01%	474

Other funds holding STZ

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Unique Wealth Strategies's STZ Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 3,781 shares — an estimated $567K sold.

Unique Wealth Strategies first reported a position in STZ in Q2 2024 and held it in 6 quarters. The position peaked at $567K in Q1 2026. 266 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Unique Wealth Strategies reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
Unique Wealth Strategies sold 3,781 Constellation Brands shares in Q2 2026, an estimated $567K.
Unique Wealth Strategies first reported a position in Constellation Brands in Q2 2024 and held it in 6 quarters.
Unique Wealth Strategies's Constellation Brands position peaked at $567K in Q1 2026.
266 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

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