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Horizon Financial Services’s Constellation Brands STZ Stock Holding History

Horizon Financial Services’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
-10
Closed -$2.25K – 338
2024
Q4 		$2.25K Hold
10
– – ﹤0.01% 167
2024
Q3 		$2.61K Hold
10
– – ﹤0.01% 165
2024
Q2 		$2.59K Hold
10
– – ﹤0.01% 161
2024
Q1 		$2.73K Buy
+10
New +$2.53K ﹤0.01% 167
2022
Q1 		– Sell
-10
Closed -$2.51K – 107
2021
Q4 		$2.51K Hold
10
– – ﹤0.01% 112
2021
Q3 		$2K Hold
10
– – ﹤0.01% 136
2021
Q2 		$2K Hold
10
– – ﹤0.01% 127
2021
Q1 		$2K Hold
10
– – ﹤0.01% 106
2020
Q4 		$2K Sell
10
-10
-50% -$1.97K ﹤0.01% 83
2020
Q3 		$4K Buy
+20
New +$3.65K ﹤0.01% 69

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

Horizon Financial Services's STZ Position: Q1 2025 in Review

Horizon Financial Services sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 10 shares — an estimated $2.25K sold.

Horizon Financial Services first reported a position in STZ in Q3 2020 and held it in 10 quarters. The position peaked at $4K in Q3 2020. 1,176 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Horizon Financial Services reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Horizon Financial Services sold 10 Constellation Brands shares in Q1 2025, an estimated $2.25K.
  • Horizon Financial Services first reported a position in Constellation Brands in Q3 2020 and held it in 10 quarters.
  • Horizon Financial Services's Constellation Brands position peaked at $4K in Q3 2020.
  • 1,176 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Horizon Financial Services's 13F filing for Q1 2025, filed 28 Apr 2025.