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Stonebridge Financial Group (Pennsylvania)’s Constellation Brands STZ Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-263
Closed -$48.3K – 848
2025
Q1 		$48.3K Buy
263
+13
+5% +$2.36K 0.01% 390
2024
Q4 		$55.3K Buy
+250
New +$59.4K 0.01% 364

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

Stonebridge Financial Group (Pennsylvania)'s STZ Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 263 shares — an estimated $48.3K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in STZ in Q4 2024 and held it in 2 quarters. The position peaked at $55.3K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 263 Constellation Brands shares in Q2 2025, an estimated $48.3K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Constellation Brands in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Constellation Brands position peaked at $55.3K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.