Skip to main content

IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

STZ holding history

Constellation Brands, Inc. in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STZ overviewAll 13F holders of STZFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of STZ by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−74−100.0%Sold outHolders
Q4 202574$10.2K<0.1%00.0%UnchangedHolders
Q3 202574$9.97K<0.1%00.0%UnchangedHolders
Q2 202574$12.0K<0.1%00.0%UnchangedHolders
Q1 202574$13.6K<0.1%+74NewHolders
Q4 20240$00.0%−74−100.0%Sold outHolders
Q3 202474$19.1K<0.1%+74NewHolders
Q4 20230$00.0%−74−100.0%Sold outHolders
Q3 202374$18.6K<0.1%00.0%UnchangedHolders
Q2 202374$18.2K<0.1%00.0%UnchangedHolders
Q1 202374$16.7K<0.1%00.0%UnchangedHolders
Q4 202274$17.1K<0.1%00.0%UnchangedHolders
Q3 202274$17.0K<0.1%−16−17.8%ReducedHolders
Q2 202290$21.0K<0.1%00.0%UnchangedHolders
Q1 202290$21.0K<0.1%00.0%UnchangedHolders
Q4 202190$23.0K<0.1%00.0%UnchangedHolders
Q3 202190$19.0K<0.1%00.0%UnchangedHolders
Q2 202190$21.0K<0.1%00.0%UnchangedHolders
Q1 202190$21.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.