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

Wealth Enhancement Trust 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 		$59K Sell
424
-931
-69% -$138K 0.01% 460
2026
Q1 		$203K Sell
1,355
-29
-2% -$4.48K 0.02% 277
2025
Q4 		$191K Buy
+1,384
New +$190K 0.02% 263

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Constellation Brands (STZ) stake by 69% in Q2 2026, selling an estimated $138K and leaving 424 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #460.

Wealth Enhancement Trust Services first reported a position in STZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $203K in Q1 2026. 794 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Wealth Enhancement Trust Services held 424 shares of Constellation Brands worth $59K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 931 Constellation Brands shares in Q2 2026, an estimated $138K.
  • Constellation Brands made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #460 holding.
  • Wealth Enhancement Trust Services first reported a position in Constellation Brands in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Constellation Brands position peaked at $203K in Q1 2026.
  • 794 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

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