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Orion Portfolio Solutions’s Constellation Brands STZ Stock Holding History

Orion Portfolio Solutions’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 		$1.11M Buy
6,034
+635
+12% +$115K 0.01% 1029
2024
Q4 		$1.19M Buy
5,399
+109
+2% +$25.9K 0.01% 952
2024
Q3 		$1.36M Buy
5,290
+37
+0.7% +$9.17K 0.01% 884
2024
Q2 		$1.35M Buy
5,253
+1,577
+43% +$406K 0.01% 837
2024
Q1 		$999K Buy
3,676
+39
+1% +$9.87K 0.01% 984
2023
Q4 		$909K Sell
3,637
-413
-10% -$98.2K 0.01% 993
2023
Q3 		$1.02M Sell
4,050
-38
-0.9% -$9.92K 0.01% 927
2023
Q2 		$1.01M Buy
4,088
+554
+16% +$130K 0.01% 956
2023
Q1 		$798K Buy
3,534
+1,774
+101% +$395K 0.01% 971
2022
Q4 		$408K Buy
1,760
+40
+2% +$9.57K 0.01% 559
2022
Q3 		$395K Buy
1,720
+156
+10% +$38K 0.02% 489
2022
Q2 		$365K Sell
1,564
-32
-2% -$7.79K 0.01% 488
2022
Q1 		$368K Sell
1,596
-5
-0.3% -$1.16K 0.01% 516
2021
Q4 		$402K Buy
1,601
+58
+4% +$13.2K 0.01% 484
2021
Q3 		$325K Sell
1,543
-1,862
-55% -$406K 0.01% 508
2021
Q2 		$796K Buy
3,405
+2,119
+165% +$497K 0.03% 267
2021
Q1 		$293K Buy
1,286
+315
+32% +$71K 0.01% 443
2020
Q4 		$213K Sell
971
-93
-9% -$18.3K 0.01% 467
2020
Q3 		$202K Buy
1,064
+5
+0.5% +$912 0.01% 424
2020
Q2 		$185K Buy
1,059
+788
+291% +$131K 0.01% 424
2020
Q1 		$39K Sell
271
-116
-30% -$20.5K ﹤0.01% 651
2019
Q4 		$73K Buy
+387
New +$73.1K 0.01% 474

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

Orion Portfolio Solutions's STZ Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Constellation Brands (STZ) stake by 12% in Q1 2025, buying an estimated $115K and bringing the position to 6,034 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1029.

Orion Portfolio Solutions first reported a position in STZ in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.36M in Q3 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Orion Portfolio Solutions held 6,034 shares of Constellation Brands worth $1.11M as of Q1 2025.
  • Orion Portfolio Solutions bought 635 Constellation Brands shares in Q1 2025, an estimated $115K.
  • Constellation Brands made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1029 holding.
  • Orion Portfolio Solutions first reported a position in Constellation Brands in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Constellation Brands position peaked at $1.36M in Q3 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.