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AssuredPartners Investment Advisors’s Constellation Brands STZ Stock Holding History

AssuredPartners Investment Advisors’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
Q3 		– Sell
-1,554
Closed -$253K – 281
2025
Q2 		$253K Sell
1,554
-20
-1% -$3.59K 0.06% 207
2025
Q1 		$289K Sell
1,574
-574
-27% -$104K 0.06% 274
2024
Q4 		$475K Buy
+2,148
New +$510K 0.09% 204

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 $299B AUM 27.55% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AssuredPartners Investment Advisors's STZ Position: Q3 2025 in Review

AssuredPartners Investment Advisors sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,554 shares — an estimated $253K sold.

AssuredPartners Investment Advisors first reported a position in STZ in Q4 2024 and held it in 3 quarters. The position peaked at $475K in Q4 2024. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • AssuredPartners Investment Advisors reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 1,554 Constellation Brands shares in Q3 2025, an estimated $253K.
  • AssuredPartners Investment Advisors first reported a position in Constellation Brands in Q4 2024 and held it in 3 quarters.
  • AssuredPartners Investment Advisors's Constellation Brands position peaked at $475K in Q4 2024.
  • 1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.