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Ausdal Financial Partners’s Constellation Brands STZ Stock Holding History

Ausdal Financial Partners’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
-1,183
Closed -$217K – 732
2025
Q1 		$217K Sell
1,183
-418
-26% -$75.9K 0.02% 587
2024
Q4 		$354K Buy
1,601
+401
+33% +$95.3K 0.03% 422
2024
Q3 		$309K Sell
1,200
-144
-11% -$35.7K 0.03% 404
2024
Q2 		$346K Sell
1,344
-30
-2% -$7.72K 0.04% 357
2024
Q1 		$374K Sell
1,374
-23
-2% -$5.82K 0.04% 329
2023
Q4 		$338K Buy
1,397
+16
+1% +$3.81K 0.04% 326
2023
Q3 		$347K Buy
1,381
+6
+0.4% +$1.57K 0.05% 305
2023
Q2 		$339K Buy
1,375
+34
+3% +$7.96K 0.05% 306
2023
Q1 		$303K Sell
1,341
-28
-2% -$6.23K 0.04% 346
2022
Q4 		$317K Sell
1,369
-56
-4% -$13.4K 0.05% 325
2022
Q3 		$327K Buy
1,425
+148
+12% +$36.1K 0.05% 311
2022
Q2 		$298K Sell
1,277
-538
-30% -$131K 0.05% 342
2022
Q1 		$418K Sell
1,815
-1,806
-50% -$417K 0.06% 312
2021
Q4 		$909K Sell
3,621
-46
-1% -$10.5K 0.12% 193
2021
Q3 		$773K Buy
3,667
+5
+0.1% +$1.09K 0.12% 210
2021
Q2 		$857K Sell
3,662
-357
-9% -$83.8K 0.13% 188
2021
Q1 		$916K Buy
4,019
+229
+6% +$51.6K 0.15% 164
2020
Q4 		$830K Buy
3,790
+38
+1% +$7.47K 0.16% 158
2020
Q3 		$711K Sell
3,752
-6
-0.2% -$1.09K 0.17% 151
2020
Q2 		$657K Buy
3,758
+82
+2% +$13.7K 0.22% 117
2020
Q1 		$576K Buy
3,676
+1,331
+57% +$235K 0.2% 123
2019
Q4 		$452K Buy
2,345
+145
+7% +$27.4K 0.13% 196
2019
Q3 		$456K Buy
2,200
+23
+1% +$4.62K 0.16% 168
2019
Q2 		$438K Buy
2,177
+194
+10% +$37.9K 0.17% 163
2019
Q1 		$348K Buy
+1,983
New +$334K 0.14% 180
2018
Q4 		– Sell
-1,053
Closed -$227K – 385
2018
Q3 		$227K Buy
+1,053
New +$224K 0.06% 344
2016
Q1 		– Sell
-231
Closed -$33K – 917
2015
Q4 		$33K Buy
+231
New +$31.8K 0.02% 574

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Ausdal Financial Partners's STZ Position: Q2 2025 in Review

Ausdal Financial Partners sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,183 shares — an estimated $217K sold.

Ausdal Financial Partners first reported a position in STZ in Q4 2015 and held it in 27 quarters. The position peaked at $916K in Q1 2021. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Ausdal Financial Partners reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 1,183 Constellation Brands shares in Q2 2025, an estimated $217K.
  • Ausdal Financial Partners first reported a position in Constellation Brands in Q4 2015 and held it in 27 quarters.
  • Ausdal Financial Partners's Constellation Brands position peaked at $916K in Q1 2021.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Ausdal Financial Partners's 13F filing for Q2 2025, filed 14 Aug 2025.