SPC
STZ icon

Spirepoint Private Client’s Constellation Brands STZ Stock Holding History

Spirepoint Private Client’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
-2,406
Closed -$532K – 235
2024
Q4 		$532K Sell
2,406
-21,545
-90% -$5.12M 0.07% 140
2024
Q3 		$6.17M Buy
23,951
+3
+0% +$744 0.82% 34
2024
Q2 		$6.16M Buy
23,948
+495
+2% +$127K 0.87% 26
2024
Q1 		$6.37M Buy
+23,453
New +$5.93M 0.97% 24

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

Spirepoint Private Client's STZ Position: Q1 2025 in Review

Spirepoint Private Client sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 2,406 shares — an estimated $532K sold.

Spirepoint Private Client first reported a position in STZ in Q1 2024 and held it in 4 quarters. The position peaked at $6.37M in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Spirepoint Private Client reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Spirepoint Private Client sold 2,406 Constellation Brands shares in Q1 2025, an estimated $532K.
  • Spirepoint Private Client first reported a position in Constellation Brands in Q1 2024 and held it in 4 quarters.
  • Spirepoint Private Client's Constellation Brands position peaked at $6.37M in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Spirepoint Private Client's 13F filing for Q1 2025, filed 23 Apr 2025.