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Nova R Wealth’s Constellation Brands STZ Stock Holding History

Nova R 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
-1,567
Closed -$346K – 81
2024
Q4 		$346K Buy
1,567
+2
+0.1% +$475 0.17% 59
2024
Q3 		$403K Sell
1,565
-22
-1% -$5.45K 0.2% 59
2024
Q2 		$408K Buy
1,587
+27
+2% +$6.94K 0.21% 55
2024
Q1 		$424K Buy
1,560
+600
+63% +$152K 0.22% 55
2023
Q4 		$232K Buy
+960
New +$228K 0.15% 60
2023
Q2 		– Sell
-1,571
Closed -$355K – 77
2023
Q1 		$355K Buy
1,571
+41
+3% +$9.12K 0.24% 53
2022
Q4 		$355K Buy
1,530
+2
+0.1% +$479 0.26% 53
2022
Q3 		$351K Buy
1,528
+1
+0.1% +$244 0.29% 49
2022
Q2 		$356K Buy
1,527
+5
+0.3% +$1.22K 0.29% 47
2022
Q1 		$350K Buy
1,522
+159
+12% +$36.7K 0.3% 46
2021
Q4 		$342K Buy
+1,363
New +$311K 0.28% 55

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

Nova R Wealth's STZ Position: Q1 2025 in Review

Nova R Wealth sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,567 shares — an estimated $346K sold.

Nova R Wealth first reported a position in STZ in Q4 2021 and held it in 11 quarters. The position peaked at $424K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Nova R Wealth reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Nova R Wealth sold 1,567 Constellation Brands shares in Q1 2025, an estimated $346K.
  • Nova R Wealth first reported a position in Constellation Brands in Q4 2021 and held it in 11 quarters.
  • Nova R Wealth's Constellation Brands position peaked at $424K in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Nova R Wealth's 13F filing for Q1 2025, filed 23 Apr 2025.