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Naviter Wealth’s Constellation Brands STZ Stock Holding History

Naviter Wealth’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
-1,864
Closed -$412K – 293
2024
Q4 		$412K Buy
+1,864
New +$443K 0.05% 218
2024
Q2 		– Sell
-751
Closed -$204K – 237
2024
Q1 		$204K Buy
+751
New +$190K 0.03% 214
2023
Q4 		– Sell
-916
Closed -$230K – 232
2023
Q3 		$230K Sell
916
-63
-6% -$16.4K 0.06% 186
2023
Q2 		$241K Buy
+979
New +$229K 0.06% 202

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

Naviter Wealth's STZ Position: Q1 2025 in Review

Naviter Wealth sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,864 shares — an estimated $412K sold.

Naviter Wealth first reported a position in STZ in Q2 2023 and held it in 4 quarters. The position peaked at $412K in Q4 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Naviter Wealth reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Naviter Wealth sold 1,864 Constellation Brands shares in Q1 2025, an estimated $412K.
  • Naviter Wealth first reported a position in Constellation Brands in Q2 2023 and held it in 4 quarters.
  • Naviter Wealth's Constellation Brands position peaked at $412K in Q4 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Naviter Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.