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Sound View Wealth Advisors Group’s Constellation Brands STZ Stock Holding History

Sound View Wealth Advisors Group’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
Q2 		– Sell
-1,368
Closed -$251K – 433
2025
Q1 		$251K Buy
1,368
+315
+30% +$57.2K 0.02% 362
2024
Q4 		$233K Sell
1,053
-13
-1% -$3.09K 0.02% 378
2024
Q3 		$275K Buy
1,066
+256
+32% +$63.5K 0.02% 350
2024
Q2 		$208K Buy
810
+1
+0.1% +$257 0.02% 347
2024
Q1 		$220K Sell
809
-138
-15% -$34.9K 0.02% 347
2023
Q4 		$229K Sell
947
-339
-26% -$80.6K 0.03% 352
2023
Q3 		$323K Buy
1,286
+347
+37% +$90.6K 0.04% 277
2023
Q2 		$231K Sell
939
-372
-28% -$87K 0.03% 326
2023
Q1 		$296K Buy
1,311
+364
+38% +$81K 0.04% 280
2022
Q4 		$229K Sell
947
-404
-30% -$96.7K 0.03% 352
2022
Q3 		$310K Sell
1,351
-5
-0.4% -$1.22K 0.07% 206
2022
Q2 		$316K Sell
1,356
-1
-0.1% -$243 0.07% 214
2022
Q1 		$313K Buy
1,357
+3
+0.2% +$693 0.06% 234
2021
Q4 		$340K Sell
1,354
-4
-0.3% -$912 0.06% 217
2021
Q3 		$286K Buy
1,358
+3
+0.2% +$655 0.06% 238
2021
Q2 		$317K Sell
1,355
-2
-0.1% -$470 0.07% 229
2021
Q1 		$309K Sell
1,357
-2
-0.1% -$451 0.07% 212
2020
Q4 		$298K Sell
1,359
-8
-0.6% -$1.57K 0.07% 203
2020
Q3 		$259K Sell
1,367
-202
-13% -$36.8K 0.07% 208
2020
Q2 		$274K Buy
1,569
+58
+4% +$9.66K 0.08% 197
2020
Q1 		$217K Buy
1,511
+49
+3% +$8.65K 0.08% 199
2019
Q4 		$277K Sell
1,462
-74
-5% -$14K 0.08% 201
2019
Q3 		$318K Sell
1,536
-114
-7% -$22.9K 0.09% 183
2019
Q2 		$325K Buy
+1,650
New +$322K 0.1% 182

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Sound View Wealth Advisors Group's STZ Position: Q2 2025 in Review

Sound View Wealth Advisors Group sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,368 shares — an estimated $251K sold.

Sound View Wealth Advisors Group first reported a position in STZ in Q2 2019 and held it in 24 quarters. The position peaked at $340K in Q4 2021. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Sound View Wealth Advisors Group reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 1,368 Constellation Brands shares in Q2 2025, an estimated $251K.
  • Sound View Wealth Advisors Group first reported a position in Constellation Brands in Q2 2019 and held it in 24 quarters.
  • Sound View Wealth Advisors Group's Constellation Brands position peaked at $340K in Q4 2021.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2025, filed 7 Aug 2025.