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Atria Wealth Solutions’s Constellation Brands STZ Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-3,841
Closed -$705K – 1877
2025
Q1 		$705K Sell
3,841
-2,627
-41% -$477K 0.01% 1029
2024
Q4 		$1.43M Sell
6,468
-538
-8% -$128K 0.02% 774
2024
Q3 		$1.81M Sell
7,006
-1,186
-14% -$294K 0.02% 678
2024
Q2 		$2.11M Buy
8,192
+98
+1% +$25.2K 0.02% 607
2024
Q1 		$2.2M Buy
8,094
+572
+8% +$145K 0.02% 601
2023
Q4 		$1.82M Buy
7,522
+846
+13% +$201K 0.02% 636
2023
Q3 		$1.68M Buy
6,676
+208
+3% +$54.3K 0.02% 621
2023
Q2 		$1.59M Buy
6,468
+1,428
+28% +$334K 0.02% 656
2023
Q1 		$1.14M Sell
5,040
-30
-0.6% -$6.68K 0.02% 742
2022
Q4 		$1.17M Buy
5,070
+315
+7% +$75.4K 0.02% 679
2022
Q3 		$1.09M Buy
4,755
+813
+21% +$198K 0.02% 691
2022
Q2 		$919K Buy
3,942
+208
+6% +$50.6K 0.02% 734
2022
Q1 		$860K Buy
+3,734
New +$862K 0.01% 795

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Atria Wealth Solutions's STZ Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 3,841 shares — an estimated $705K sold.

Atria Wealth Solutions first reported a position in STZ in Q1 2022 and held it in 13 quarters. The position peaked at $2.2M in Q1 2024. 1,131 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,841 Constellation Brands shares in Q2 2025, an estimated $705K.
  • Atria Wealth Solutions first reported a position in Constellation Brands in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Constellation Brands position peaked at $2.2M in Q1 2024.
  • 1,131 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.