Root Financial Partners
STZ icon

Root Financial Partners’s Constellation Brands STZ Stock Holding History

Root Financial Partners’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
Q3 		$33.4K Buy
+295
New +$38K ﹤0.01% 1289
2026
Q2 		– Sell
-222
Closed -$33.3K – 2840
2026
Q1 		$33.3K Buy
222
+155
+231% +$23.9K ﹤0.01% 1056
2025
Q4 		$9.24K Sell
67
-127
-65% -$17.4K ﹤0.01% 1528
2025
Q3 		$26.1K Buy
+194
New +$30.9K ﹤0.01% 977

Other funds holding STZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Root Financial Partners's STZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Constellation Brands (STZ) in Q3 2026: 295 shares worth $33.4K. The stake represents ﹤0.01% of the portfolio and ranks #1289 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in STZ as recently as Q1 2026.

Root Financial Partners first reported a position in STZ in Q3 2025 and has held it in 4 quarters since. 796 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Root Financial Partners held 295 shares of Constellation Brands worth $33.4K as of Q3 2026.
  • Constellation Brands was a new Root Financial Partners position in Q3 2026.
  • Constellation Brands made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1289 holding.
  • Root Financial Partners first reported a position in Constellation Brands in Q3 2025 and has held it in 4 quarters since.
  • 796 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.