Vanguard Personalized Indexing Management
STZ icon

Vanguard Personalized Indexing Management’s Constellation Brands STZ Stock Holding History

Vanguard Personalized Indexing 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 		$2.17M Sell
15,619
-5,894
-27% -$876K 0.02% 613
2026
Q1 		$3.23M Sell
21,513
-554
-3% -$85.6K 0.03% 446
2025
Q4 		$3.04M Buy
22,067
+9,251
+72% +$1.27M 0.03% 454
2025
Q3 		$1.73M Sell
12,816
-1,864
-13% -$296K 0.02% 645
2025
Q2 		$2.39M Buy
14,680
+2,286
+18% +$410K 0.03% 503
2025
Q1 		$2.27M Buy
12,394
+723
+6% +$131K 0.03% 456
2024
Q4 		$2.58M Buy
11,671
+2,173
+23% +$516K 0.04% 395
2024
Q3 		$2.45M Sell
9,498
-1,177
-11% -$292K 0.04% 402
2024
Q2 		$2.69M Buy
10,675
+1,783
+20% +$459K 0.05% 328
2024
Q1 		$2.42M Buy
8,892
+1,612
+22% +$408K 0.05% 339
2023
Q4 		$1.76M Sell
7,280
-768
-10% -$183K 0.05% 383
2023
Q3 		$2.02M Sell
8,048
-104
-1% -$27.1K 0.06% 311
2023
Q2 		$2.01M Buy
8,152
+1,451
+22% +$340K 0.06% 314
2023
Q1 		$1.51M Buy
6,701
+21
+0.3% +$4.67K 0.05% 375
2022
Q4 		$1.55M Sell
6,680
-327
-5% -$78.3K 0.06% 343
2022
Q3 		$1.61M Buy
7,007
+337
+5% +$82.1K 0.07% 285
2022
Q2 		$1.55M Buy
6,670
+1,455
+28% +$354K 0.07% 269
2022
Q1 		$1.2M Sell
5,215
-998
-16% -$230K 0.06% 352
2021
Q4 		$1.56M Buy
6,213
+4,046
+187% +$922K 0.09% 226
2021
Q3 		$456K Sell
2,167
-277
-11% -$60.5K 0.04% 565
2021
Q2 		$572K Buy
2,444
+734
+43% +$172K 0.06% 416
2021
Q1 		$390K Buy
1,710
+581
+51% +$131K 0.06% 403
2020
Q4 		$247K Buy
+1,129
New +$222K 0.05% 443

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

Vanguard Personalized Indexing Management's STZ Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Constellation Brands (STZ) stake by 27% in Q2 2026, selling an estimated $876K and leaving 15,619 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #613.

Vanguard Personalized Indexing Management first reported a position in STZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.23M in Q1 2026. 1,033 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Vanguard Personalized Indexing Management held 15,619 shares of Constellation Brands worth $2.17M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 5,894 Constellation Brands shares in Q2 2026, an estimated $876K.
  • Constellation Brands made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #613 holding.
  • Vanguard Personalized Indexing Management first reported a position in Constellation Brands in Q4 2020 and has held it in 23 quarters since.
  • Vanguard Personalized Indexing Management's Constellation Brands position peaked at $3.23M in Q1 2026.
  • 1,033 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.