Valley Wealth Managers
STZ icon

Valley Wealth Managers’s Constellation Brands STZ Stock Holding History

Valley Wealth Managers’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
Q3 		$11.3K Hold
100
– – ﹤0.01% 283
2026
Q2 		$13.9K Hold
100
– – ﹤0.01% 271
2026
Q1 		$15K Hold
100
– – ﹤0.01% 255
2025
Q4 		$13.8K Hold
100
– – ﹤0.01% 266
2025
Q3 		$13.5K Hold
100
– – ﹤0.01% 250
2025
Q2 		$16.3K Hold
100
– – ﹤0.01% 231
2025
Q1 		$18.4K Hold
100
– – ﹤0.01% 248
2024
Q4 		$22.1K Hold
100
– – ﹤0.01% 257
2024
Q3 		$25.8K Hold
100
– – ﹤0.01% 253
2024
Q2 		$25.7K Hold
100
– – ﹤0.01% 246
2024
Q1 		$27.2K Hold
100
– – ﹤0.01% 233
2023
Q4 		$24.2K Hold
100
– – ﹤0.01% 238
2023
Q3 		$25.1K Hold
100
– – ﹤0.01% 247
2023
Q2 		$24.6K Sell
100
-13
-12% -$3.04K ﹤0.01% 238
2023
Q1 		$25.5K Sell
113
-39
-26% -$8.68K ﹤0.01% 245
2022
Q4 		$35.2K Buy
152
+39
+35% +$9.33K ﹤0.01% 246
2022
Q3 		$26K Hold
113
– – ﹤0.01% 275
2022
Q2 		$26K Buy
+113
New +$27.5K ﹤0.01% 285
2020
Q1 		– Sell
-2,081
Closed -$394K – 183
2019
Q4 		$394K Buy
2,081
+25
+1% +$4.72K 0.04% 147
2019
Q3 		$426K Sell
2,056
-975
-32% -$196K 0.05% 145
2019
Q2 		$597K Sell
3,031
-582
-16% -$114K 0.06% 128
2019
Q1 		$633K Buy
+3,613
New +$609K 0.07% 135

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Valley Wealth Managers's STZ Position: Q3 2026 in Review

Valley Wealth Managers held its Constellation Brands (STZ) position steady in Q3 2026 at 100 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Valley Wealth Managers first reported a position in STZ in Q1 2019 and has held it in 22 quarters since. The position peaked at $633K in Q1 2019. 206 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Valley Wealth Managers held 100 shares of Constellation Brands worth $11.3K as of Q3 2026.
  • Valley Wealth Managers left its Constellation Brands share count unchanged in Q3 2026.
  • Constellation Brands made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #283 holding.
  • Valley Wealth Managers first reported a position in Constellation Brands in Q1 2019 and has held it in 22 quarters since.
  • Valley Wealth Managers's Constellation Brands position peaked at $633K in Q1 2019.
  • 206 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.