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Balboa Wealth Partners’s Constellation Brands STZ Stock Holding History

Balboa Wealth 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
Q1 		– Sell
-975
Closed -$216K – 365
2024
Q4 		$216K Sell
975
-9
-0.9% -$2.14K 0.05% 266
2024
Q3 		$253K Buy
+984
New +$244K 0.06% 216
2023
Q1 		– Sell
-1,014
Closed -$235K – 325
2022
Q4 		$235K Sell
1,014
-49
-5% -$11.7K 0.11% 192
2022
Q3 		$244K Buy
+1,063
New +$259K 0.11% 170

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balboa Wealth Partners's STZ Position: Q1 2025 in Review

Balboa Wealth Partners sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 975 shares — an estimated $216K sold.

Balboa Wealth Partners first reported a position in STZ in Q3 2022 and held it in 4 quarters. The position peaked at $253K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Balboa Wealth Partners reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 975 Constellation Brands shares in Q1 2025, an estimated $216K.
  • Balboa Wealth Partners first reported a position in Constellation Brands in Q3 2022 and held it in 4 quarters.
  • Balboa Wealth Partners's Constellation Brands position peaked at $253K in Q3 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.