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Heartwood Wealth Advisors’s Constellation Brands STZ Stock Holding History

Heartwood Wealth Advisors’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
-18
Closed -$2.42K – 545
2025
Q3 		$2.42K Buy
+18
New +$2.86K ﹤0.01% 478

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Heartwood Wealth Advisors's STZ Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 18 shares — an estimated $2.42K sold.

Heartwood Wealth Advisors first reported a position in STZ in Q3 2025 and held it in 1 quarter. The position peaked at $2.42K in Q3 2025. 1,040 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 18 Constellation Brands shares in Q4 2025, an estimated $2.42K.
  • Heartwood Wealth Advisors first reported a position in Constellation Brands in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Constellation Brands position peaked at $2.42K in Q3 2025.
  • 1,040 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.