GWSG
STZ icon

GPS Wealth Strategies Group’s Constellation Brands STZ Stock Holding History

GPS Wealth Strategies 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
Q4 		– Sell
-296
Closed -$39.9K – 1455
2025
Q3 		$39.9K Sell
296
-1,093
-79% -$174K ﹤0.01% 731
2025
Q2 		$226K Sell
1,389
-22
-2% -$3.95K 0.03% 306
2025
Q1 		$259K Sell
1,411
-245
-15% -$44.5K 0.03% 269
2024
Q4 		$366K Hold
1,656
– – 0.05% 211
2024
Q3 		$427K Buy
1,656
+100
+6% +$24.8K 0.06% 204
2024
Q2 		$400K Sell
1,556
-41
-3% -$10.5K 0.06% 186
2024
Q1 		$434K Sell
1,597
-180
-10% -$45.5K 0.07% 171
2023
Q4 		$430K Hold
1,777
– – 0.08% 164
2023
Q3 		$447K Hold
1,777
– – 0.09% 156
2023
Q2 		$437K Sell
1,777
-206
-10% -$48.2K 0.08% 158
2023
Q1 		$448K Buy
+1,983
New +$441K 0.09% 151
2022
Q4 		– Sell
-2,126
Closed -$488K – 961
2022
Q3 		$488K Buy
2,126
+84
+4% +$20.5K 0.12% 123
2022
Q2 		$476K Buy
2,042
+1,096
+116% +$267K 0.12% 129
2022
Q1 		$218K Buy
946
+775
+453% +$179K 0.05% 200
2021
Q4 		$43K Buy
171
+1
+0.6% +$228 0.01% 435
2021
Q3 		$36K Hold
170
– – 0.01% 456
2021
Q2 		$40K Buy
170
+1
+0.6% +$235 0.01% 453
2021
Q1 		$38K Buy
+169
New +$38.1K 0.01% 431

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

GPS Wealth Strategies Group's STZ Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 296 shares — an estimated $39.9K sold.

GPS Wealth Strategies Group first reported a position in STZ in Q1 2021 and held it in 18 quarters. The position peaked at $488K in Q3 2022. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 296 Constellation Brands shares in Q4 2025, an estimated $39.9K.
  • GPS Wealth Strategies Group first reported a position in Constellation Brands in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's Constellation Brands position peaked at $488K in Q3 2022.
  • 1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.