TriaGen Wealth Management’s Constellation Brands STZ Stock Holding History

TriaGen 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	-7,008	Closed	-$1.55M	–	190
2024 Q4	$1.55M	Sell	7,008 -14	-0.2%	-$3.33K	0.52%	55
2024 Q3	$1.81M	Sell	7,022 -36	-0.5%	-$8.92K	0.61%	47
2024 Q2	$1.82M	Sell	7,058 -16	-0.2%	-$4.12K	0.7%	44
2024 Q1	$1.92M	Buy	+7,074	New	+$1.79M	0.8%	39
2023 Q1	–	Sell	-14,636	Closed	-$3.39M	–	183
2022 Q4	$3.39M	Sell	14,636 -116	-0.8%	-$27.8K	1.88%	10
2022 Q3	$3.39M	Buy	14,752 +7,884	+115%	+$1.92M	1.87%	12
2022 Q2	$1.6M	Sell	6,868 -84	-1%	-$20.4K	1.14%	26
2022 Q1	$1.6M	Sell	6,952 -933	-12%	-$215K	0.83%	45
2021 Q4	$1.98M	Sell	7,885 -7,894	-50%	-$1.8M	0.98%	32
2021 Q3	$3.32M	Sell	15,779 -110	-0.7%	-$24K	1.81%	8
2021 Q2	$3.56M	Buy	+15,889	New	+$3.73M	1.84%	8

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TriaGen Wealth Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 7,008 shares — an estimated $1.55M sold.

TriaGen Wealth Management first reported a position in STZ in Q2 2021 and held it in 11 quarters. The position peaked at $3.56M in Q2 2021. 1,178 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

TriaGen Wealth Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
TriaGen Wealth Management sold 7,008 Constellation Brands shares in Q1 2025, an estimated $1.55M.
TriaGen Wealth Management first reported a position in Constellation Brands in Q2 2021 and held it in 11 quarters.
TriaGen Wealth Management's Constellation Brands position peaked at $3.56M in Q2 2021.
1,178 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

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