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Purus Wealth Management’s Constellation Brands STZ Stock Holding History

Purus Wealth Management’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
-1,072
Closed -$237K – 124
2024
Q4 		$237K Hold
1,072
– – 0.09% 105
2024
Q3 		$276K Buy
1,072
+1
+0.1% +$248 0.12% 97
2024
Q2 		$276K Sell
1,071
-2
-0.2% -$514 0.12% 94
2024
Q1 		$291K Buy
1,073
+1
+0.1% +$253 0.14% 89
2023
Q4 		$259K Sell
1,072
-12
-1% -$2.85K 0.15% 105
2023
Q3 		$272K Sell
1,084
-10
-0.9% -$2.61K 0.18% 90
2023
Q2 		$269K Sell
1,094
-10
-0.9% -$2.34K 0.17% 99
2023
Q1 		$249K Buy
1,104
+167
+18% +$37.2K 0.2% 100
2022
Q4 		$217K Buy
937
+20
+2% +$4.79K 0.2% 101
2022
Q3 		$211K Buy
917
+21
+2% +$5.12K 0.19% 96
2022
Q2 		$209K Sell
896
-186
-17% -$45.3K 0.19% 95
2022
Q1 		$249K Buy
1,082
+214
+25% +$49.4K 0.17% 95
2021
Q4 		$218K Buy
+868
New +$198K 0.14% 106

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

Purus Wealth Management's STZ Position: Q1 2025 in Review

Purus Wealth Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,072 shares — an estimated $237K sold.

Purus Wealth Management first reported a position in STZ in Q4 2021 and held it in 13 quarters. The position peaked at $291K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Purus Wealth Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Purus Wealth Management sold 1,072 Constellation Brands shares in Q1 2025, an estimated $237K.
  • Purus Wealth Management first reported a position in Constellation Brands in Q4 2021 and held it in 13 quarters.
  • Purus Wealth Management's Constellation Brands position peaked at $291K in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Purus Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.