UF
STZ icon

Univest Financial’s Constellation Brands STZ Stock Holding History

Univest Financial’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
-1,142
Closed -$252K – 287
2024
Q4 		$252K Sell
1,142
-575
-33% -$137K 0.02% 252
2024
Q3 		$442K Buy
+1,717
New +$426K 0.03% 204
2023
Q2 		– Sell
-13,248
Closed -$2.99M – 121
2023
Q1 		$2.99M Buy
13,248
+963
+8% +$214K 0.93% 43
2022
Q4 		$2.85M Sell
12,285
-1,019
-8% -$244K 0.9% 44
2022
Q3 		$3.06M Sell
13,304
-1,633
-11% -$398K 1% 35
2022
Q2 		$3.48M Buy
14,937
+129
+0.9% +$31.4K 1.14% 36
2022
Q1 		$3.41M Sell
14,808
-442
-3% -$102K 0.96% 43
2021
Q4 		$3.83M Sell
15,250
-43
-0.3% -$9.8K 0.97% 38
2021
Q3 		$3.22M Buy
15,293
+580
+4% +$127K 0.9% 42
2021
Q2 		$3.44M Sell
14,713
-1,066
-7% -$250K 0.94% 41
2021
Q1 		$3.6M Sell
15,779
-1,471
-9% -$331K 1.01% 41
2020
Q4 		$3.78M Sell
17,250
-596
-3% -$117K 1.1% 38
2020
Q3 		$3.38M Sell
17,846
-835
-4% -$152K 1.07% 41
2020
Q2 		$3.27M Buy
18,681
+918
+5% +$153K 1.08% 38
2020
Q1 		$2.55M Buy
+17,763
New +$3.13M 1.01% 37
2019
Q4 		– Sell
-17,552
Closed -$3.64M – 127
2019
Q3 		$3.64M Buy
17,552
+31
+0.2% +$6.22K 1.17% 35
2019
Q2 		$3.45M Buy
17,521
+211
+1% +$41.2K 1.09% 39
2019
Q1 		$3.04M Buy
17,310
+2,938
+20% +$495K 0.99% 41
2018
Q4 		$2.31M Sell
14,372
-2,617
-15% -$520K 0.85% 38
2018
Q3 		$3.66M Sell
16,989
-212
-1% -$45.1K 1.12% 35
2018
Q2 		$3.77M Sell
17,201
-717
-4% -$162K 1.51% 30
2018
Q1 		$4.08M Buy
17,918
+3,674
+26% +$809K 1.77% 26
2017
Q4 		$3.26M Buy
14,244
+162
+1% +$35K 1.31% 38
2017
Q3 		$2.81M Sell
14,082
-1,166
-8% -$231K 1.19% 42
2017
Q2 		$2.95M Buy
15,248
+535
+4% +$95.2K 1.24% 42
2017
Q1 		$2.38M Buy
+14,713
New +$2.29M 1.04% 49

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

Univest Financial's STZ Position: Q1 2025 in Review

Univest Financial sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,142 shares — an estimated $252K sold.

Univest Financial first reported a position in STZ in Q1 2017 and held it in 26 quarters. The position peaked at $4.08M in Q1 2018. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Univest Financial reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Univest Financial sold 1,142 Constellation Brands shares in Q1 2025, an estimated $252K.
  • Univest Financial first reported a position in Constellation Brands in Q1 2017 and held it in 26 quarters.
  • Univest Financial's Constellation Brands position peaked at $4.08M in Q1 2018.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Univest Financial's 13F filing for Q1 2025, filed 8 May 2025.