Avior Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,403
| Closed | -$228K | – | 734 |
|
|
2025
Q2 | $228K | Buy |
1,403
+1,183
| +538% | +$212K | 0.01% | 638 |
|
|
2025
Q1 | $40.3K | Sell |
220
-1,325
| -86% | -$241K | ﹤0.01% | 712 |
|
|
2024
Q4 | $342K | Sell |
1,545
-341
| -18% | -$81K | 0.01% | 556 |
|
|
2024
Q3 | $486K | Hold |
1,886
| – | – | 0.02% | 455 |
|
|
2024
Q2 | $485K | Buy |
1,886
+410
| +28% | +$105K | 0.02% | 441 |
|
|
2024
Q1 | $401K | Buy |
1,476
+121
| +9% | +$30.6K | 0.02% | 508 |
|
|
2023
Q4 | $328K | Buy |
1,355
+55
| +4% | +$13.1K | 0.02% | 430 |
|
|
2023
Q3 | $327K | Hold |
1,300
| – | – | 0.02% | 428 |
|
|
2023
Q2 | $320K | Buy |
1,300
+113
| +10% | +$26.4K | 0.02% | 436 |
|
|
2023
Q1 | $268K | Hold |
1,187
| – | – | 0.02% | 472 |
|
|
2022
Q4 | $275K | Hold |
1,187
| – | – | 0.02% | 416 |
|
|
2022
Q3 | $271K | Sell |
1,187
-104
| -8% | -$25.3K | 0.02% | 398 |
|
|
2022
Q2 | $300K | Hold |
1,291
| – | – | 0.03% | 353 |
|
|
2022
Q1 | $296K | Hold |
1,291
| – | – | 0.03% | 386 |
|
|
2021
Q4 | $323K | Buy |
1,291
+181
| +16% | +$41.2K | 0.03% | 381 |
|
|
2021
Q3 | $233K | Sell |
1,110
-97
| -8% | -$21.2K | 0.02% | 404 |
|
|
2021
Q2 | $281K | Sell |
1,207
-92
| -7% | -$21.6K | 0.03% | 375 |
|
|
2021
Q1 | $295K | Hold |
1,299
| – | – | 0.03% | 363 |
|
|
2020
Q4 | $283K | Hold |
1,299
| – | – | 0.03% | 351 |
|
|
2020
Q3 | $246K | Sell |
1,299
-281
| -18% | -$51.3K | 0.04% | 353 |
|
|
2020
Q2 | $275K | Buy |
1,580
+1,485
| +1,563% | +$247K | 0.04% | 344 |
|
|
2020
Q1 | $13K | Buy |
95
+65
| +217% | +$11.5K | ﹤0.01% | 552 |
|
|
2019
Q4 | $5K | Buy |
+30
| New | +$5.67K | ﹤0.01% | 659 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$22K | – | 769 |
|
|
2018
Q2 | $22K | Sell |
100
-4
| -4% | -$903 | 0.01% | 536 |
|
|
2018
Q1 | $24K | Hold |
104
| – | – | 0.01% | 531 |
|
|
2017
Q4 | $24K | Buy |
104
+4
| +4% | +$865 | 0.01% | 533 |
|
|
2017
Q3 | $20K | Hold |
100
| – | – | 0.01% | 275 |
|
|
2017
Q2 | $19K | Hold |
100
| – | – | 0.01% | 255 |
|
|
2017
Q1 | $16K | Hold |
100
| – | – | 0.01% | 319 |
|
|
2016
Q4 | $15K | Hold |
100
| – | – | 0.01% | 306 |
|
|
2016
Q3 | $17K | Hold |
100
| – | – | 0.01% | 311 |
|
|
2016
Q2 | $16K | Hold |
100
| – | – | 0.01% | 305 |
|
|
2016
Q1 | $15K | Hold |
100
| – | – | 0.01% | 317 |
|
|
2015
Q4 | $14K | Buy |
+100
| New | +$13.8K | 0.01% | 291 |
|
Other funds holding STZ
Avior Wealth Management's STZ Position: Q3 2025 in Review
Avior Wealth Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,403 shares — an estimated $228K sold.
Avior Wealth Management first reported a position in STZ in Q4 2015 and held it in 34 quarters. The position peaked at $486K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.
- Avior Wealth Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
- Avior Wealth Management sold 1,403 Constellation Brands shares in Q3 2025, an estimated $228K.
- Avior Wealth Management first reported a position in Constellation Brands in Q4 2015 and held it in 34 quarters.
- Avior Wealth Management's Constellation Brands position peaked at $486K in Q3 2024.
- 1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.
Based on Avior Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.