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Obermeyer Wealth Partners’s Constellation Brands STZ Stock Holding History

Obermeyer Wealth Partners’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
2024
Q4 		– Sell
-1,819
Closed -$469K – 271
2024
Q3 		$469K Hold
1,819
– – 0.03% 158
2024
Q2 		$468K Sell
1,819
-55
-3% -$14.1K 0.03% 150
2024
Q1 		$509K Buy
1,874
+62
+3% +$15.7K 0.03% 140
2023
Q4 		$438K Buy
1,812
+135
+8% +$32.1K 0.03% 126
2023
Q3 		$421K Buy
1,677
+13
+0.8% +$3.39K 0.03% 122
2023
Q2 		$410K Buy
1,664
+12
+0.7% +$2.81K 0.03% 133
2023
Q1 		$376K Buy
1,652
+153
+10% +$34K 0.03% 136
2022
Q4 		$347K Buy
1,499
+424
+39% +$101K 0.03% 143
2022
Q3 		$247K Hold
1,075
– – 0.02% 177
2022
Q2 		$251K Hold
1,075
– – 0.02% 164
2022
Q1 		$248K Sell
1,075
-49
-4% -$11.3K 0.01% 195
2021
Q4 		$282K Hold
1,124
– – 0.02% 181
2021
Q3 		$237K Sell
1,124
-799
-42% -$174K 0.01% 188
2021
Q2 		$450K Hold
1,923
– – 0.03% 134
2021
Q1 		$438K Sell
1,923
-32
-2% -$7.21K 0.03% 138
2020
Q4 		$428K Sell
1,955
-27
-1% -$5.31K 0.03% 97
2020
Q3 		$376K Buy
1,982
+315
+19% +$57.5K 0.03% 99
2020
Q2 		$292K Sell
1,667
-343
-17% -$57.1K 0.02% 109
2020
Q1 		$288K Sell
2,010
-22,462
-92% -$3.96M 0.03% 92
2019
Q4 		$4.64M Sell
24,472
-141,057
-85% -$26.6M 0.41% 36
2019
Q3 		$34.3M Sell
165,529
-15,233
-8% -$3.06M 3.17% 11
2019
Q2 		$35.6M Sell
180,762
-3,490
-2% -$681K 3.2% 11
2019
Q1 		$32.3M Buy
184,252
+56,728
+44% +$9.55M 3.04% 16
2018
Q4 		$20.5M Buy
+127,524
New +$25.3M 2.08% 24
2013
Q3 		– Sell
-190
Closed -$10K – 252
2013
Q2 		$10K Buy
+190
New +$9.58K ﹤0.01% 268

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Obermeyer Wealth Partners's STZ Position: Q4 2024 in Review

Obermeyer Wealth Partners sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1,819 shares — an estimated $469K sold.

Obermeyer Wealth Partners first reported a position in STZ in Q2 2013 and held it in 25 quarters. The position peaked at $35.6M in Q2 2019. 1,338 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Obermeyer Wealth Partners reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,819 Constellation Brands shares in Q4 2024, an estimated $469K.
  • Obermeyer Wealth Partners first reported a position in Constellation Brands in Q2 2013 and held it in 25 quarters.
  • Obermeyer Wealth Partners's Constellation Brands position peaked at $35.6M in Q2 2019.
  • 1,338 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.