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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
AFCM
Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Root Financial Partners's STZ Position: Q2 2026 in Review

Root Financial Partners sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 222 shares — an estimated $33.3K sold.

Root Financial Partners first reported a position in STZ in Q3 2025 and held it in 3 quarters. The position peaked at $33.3K in Q1 2026. 359 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Root Financial Partners reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 222 Constellation Brands shares in Q2 2026, an estimated $33.3K.
  • Root Financial Partners first reported a position in Constellation Brands in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Constellation Brands position peaked at $33.3K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.