IF
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Intrua Financial’s Constellation Brands STZ Stock Holding History

Intrua 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
2026
Q1 		– Sell
-1,795
Closed -$248K – 481
2025
Q4 		$248K Buy
1,795
+44
+3% +$6.04K 0.03% 407
2025
Q3 		$236K Buy
+1,751
New +$279K 0.03% 403
2025
Q2 		– Sell
-1,260
Closed -$231K – 392
2025
Q1 		$231K Buy
+1,260
New +$229K 0.03% 333
2024
Q4 		– Sell
-842
Closed -$217K – 395
2024
Q3 		$217K Buy
842
+10
+1% +$2.48K 0.03% 355
2024
Q2 		$214K Sell
832
-134
-14% -$34.5K 0.03% 373
2024
Q1 		$263K Hold
966
– – 0.04% 344
2023
Q4 		$233K Buy
966
+4
+0.4% +$951 0.03% 364
2023
Q3 		$242K Hold
962
– – 0.04% 302
2023
Q2 		$237K Buy
962
+1
+0.1% +$234 0.04% 319
2023
Q1 		$219K Sell
961
-171
-15% -$38.1K 0.05% 307
2022
Q4 		$245K Sell
1,132
-63
-5% -$15.1K 0.06% 284
2022
Q3 		$275K Hold
1,195
– – 0.07% 243
2022
Q2 		$279K Sell
1,195
-80
-6% -$19.5K 0.06% 297
2022
Q1 		$294K Buy
1,275
+1
+0.1% +$231 0.05% 305
2021
Q4 		$320K Hold
1,274
– – 0.06% 290
2021
Q3 		$274K Buy
1,274
+1
+0.1% +$218 0.05% 302
2021
Q2 		$272K Hold
1,273
– – 0.07% 242
2021
Q1 		$303K Buy
1,273
+151
+13% +$34K 0.08% 220
2020
Q4 		$246K Hold
1,122
– – 0.11% 179
2020
Q3 		$227K Sell
1,122
-155
-12% -$28.3K 0.11% 173
2020
Q2 		$225K Buy
+1,277
New +$213K 0.09% 213

Other funds holding STZ

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Intrua Financial's STZ Position: Q1 2026 in Review

Intrua Financial sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 1,795 shares — an estimated $248K sold.

Intrua Financial first reported a position in STZ in Q2 2020 and held it in 21 quarters. The position peaked at $320K in Q4 2021. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Intrua Financial reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Intrua Financial sold 1,795 Constellation Brands shares in Q1 2026, an estimated $248K.
  • Intrua Financial first reported a position in Constellation Brands in Q2 2020 and held it in 21 quarters.
  • Intrua Financial's Constellation Brands position peaked at $320K in Q4 2021.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.