Empower Advisory Group
STZ icon

Empower Advisory Group’s Constellation Brands STZ Stock Holding History

Empower Advisory Group’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
-1,602
Closed -$294K – 523
2025
Q1 		$294K Buy
1,602
+18
+1% +$3.27K ﹤0.01% 402
2024
Q4 		$350K Buy
1,584
+254
+19% +$60.3K ﹤0.01% 376
2024
Q3 		$343K Buy
1,330
+101
+8% +$25K ﹤0.01% 375
2024
Q2 		$316K Buy
1,229
+6
+0.5% +$1.54K ﹤0.01% 383
2024
Q1 		$332K Sell
1,223
-102
-8% -$25.8K ﹤0.01% 383
2023
Q4 		$320K Sell
1,325
-83
-6% -$19.7K ﹤0.01% 381
2023
Q3 		$354K Buy
1,408
+429
+44% +$112K ﹤0.01% 344
2023
Q2 		$241K Buy
979
+4
+0.4% +$936 ﹤0.01% 437
2023
Q1 		$220K Buy
+975
New +$217K ﹤0.01% 456

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

Empower Advisory Group's STZ Position: Q2 2025 in Review

Empower Advisory Group sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,602 shares — an estimated $294K sold.

Empower Advisory Group first reported a position in STZ in Q1 2023 and held it in 9 quarters. The position peaked at $354K in Q3 2023. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Empower Advisory Group reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Empower Advisory Group sold 1,602 Constellation Brands shares in Q2 2025, an estimated $294K.
  • Empower Advisory Group first reported a position in Constellation Brands in Q1 2023 and held it in 9 quarters.
  • Empower Advisory Group's Constellation Brands position peaked at $354K in Q3 2023.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Empower Advisory Group's 13F filing for Q2 2025, filed 8 Aug 2025.