Wealth Enhancement Advisory Services
STZ icon

Wealth Enhancement Advisory Services’s Constellation Brands STZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.74M Sell
12,960
-3,172
-20% -$472K ﹤0.01% 1675
2026
Q1 		$2.44M Sell
16,132
-9,581
-37% -$1.48M 0.01% 1284
2025
Q4 		$3.69M Sell
25,713
-18,180
-41% -$2.49M 0.01% 1179
2025
Q3 		$6.15M Sell
43,893
-163,753
-79% -$26M 0.01% 847
2025
Q2 		$35.8M Sell
207,646
-4,678
-2% -$839K 0.06% 286
2025
Q1 		$39M Sell
212,324
-66,165
-24% -$12M 0.07% 248
2024
Q4 		$61.5M Buy
278,489
+55,980
+25% +$13.3M 0.12% 167
2024
Q3 		$57.3M Sell
222,509
-847
-0.4% -$210K 0.12% 165
2024
Q2 		$57.5M Buy
223,356
+904
+0.4% +$232K 0.14% 152
2024
Q1 		$60.5M Buy
222,452
+5,368
+2% +$1.36M 0.16% 138
2023
Q4 		$52.5M Buy
217,084
+1,175
+0.5% +$279K 0.15% 145
2023
Q3 		$54.3M Buy
+215,909
New +$56.4M 0.18% 124
2018
Q4 		– Sell
-9,755
Closed -$2.07M – 203
2018
Q3 		$2.07M Sell
9,755
-4,412
-31% -$938K 0.12% 58
2018
Q2 		$3.09M Buy
14,167
+3,454
+32% +$780K 0.19% 45
2018
Q1 		$2.4M Buy
+10,713
New +$2.36M 0.16% 58
2016
Q4 		– Sell
-4,000
Closed -$674K – 179
2016
Q3 		$674K Buy
+4,000
New +$659K 0.1% 117

Other funds holding STZ

Assenagon Asset Management
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
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's STZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Constellation Brands (STZ) stake by 20% in Q2 2026, selling an estimated $472K and leaving 12,960 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Wealth Enhancement Advisory Services first reported a position in STZ in Q3 2016 and has held it in 16 quarters since. The position peaked at $61.5M in Q4 2024. 193 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,960 shares of Constellation Brands worth $1.74M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 3,172 Constellation Brands shares in Q2 2026, an estimated $472K.
  • Constellation Brands made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1675 holding.
  • Wealth Enhancement Advisory Services first reported a position in Constellation Brands in Q3 2016 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Constellation Brands position peaked at $61.5M in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.