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Ameritas Advisory Services’s Constellation Brands STZ Stock Holding History

Ameritas 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
2025
Q4 		– Sell
-419
Closed -$56.4K – 1960
2025
Q3 		$56.4K Sell
419
-5,621
-93% -$894K ﹤0.01% 1033
2025
Q2 		$983K Sell
6,040
-356
-6% -$63.9K 0.05% 347
2025
Q1 		$1.22M Buy
6,396
+468
+8% +$85K 0.05% 342
2024
Q4 		$1.31M Buy
5,928
+134
+2% +$31.8K 0.05% 344
2024
Q3 		$1.49M Sell
5,794
-568
-9% -$141K 0.06% 296
2024
Q2 		$1.64M Buy
6,362
+490
+8% +$126K 0.06% 296
2024
Q1 		$1.57M Sell
5,872
-176
-3% -$44.5K 0.06% 280
2023
Q4 		$1.47M Buy
6,048
+91
+2% +$21.6K 0.08% 221
2023
Q3 		$1.47M Buy
5,957
+4,527
+317% +$1.18M 0.07% 253
2023
Q2 		$363K Sell
1,430
-3,063
-68% -$717K 0.05% 367
2023
Q1 		$1.01M Buy
4,493
+54
+1% +$12K 0.05% 317
2022
Q4 		$1.03M Buy
4,439
+337
+8% +$80.7K 0.05% 341
2022
Q3 		$942K Buy
4,102
+127
+3% +$31K 0.06% 288
2022
Q2 		$926K Buy
3,975
+293
+8% +$71.3K 0.05% 302
2022
Q1 		$848K Buy
3,682
+280
+8% +$64.7K 0.03% 368
2021
Q4 		$854K Buy
+3,402
New +$775K 0.03% 368

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Advisory Services's STZ Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 419 shares — an estimated $56.4K sold.

Ameritas Advisory Services first reported a position in STZ in Q4 2021 and held it in 16 quarters. The position peaked at $1.64M in Q2 2024. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 419 Constellation Brands shares in Q4 2025, an estimated $56.4K.
  • Ameritas Advisory Services first reported a position in Constellation Brands in Q4 2021 and held it in 16 quarters.
  • Ameritas Advisory Services's Constellation Brands position peaked at $1.64M in Q2 2024.
  • 1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.