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Avity Investment Management’s Stellantis STLA Stock Holding History

Avity Investment Management’s Portfolio STLA Stock Details STLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$68.9K Sell
15,800
-600
-4% -$3.23K ﹤0.01% 120
2026
Q2 		$94.1K Sell
16,400
-7,500
-31% -$55.5K 0.01% 118
2026
Q1 		$169K Buy
+23,900
New +$200K 0.01% 113
2025
Q4 		– Sell
-13,700
Closed -$128K – 111
2025
Q3 		$128K Buy
+13,700
New +$131K 0.01% 108

Other funds holding STLA

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Avity Investment Management's STLA Position: Q3 2026 in Review

Avity Investment Management reduced its Stellantis (STLA) stake by 3.7% in Q3 2026, selling an estimated $3.23K and leaving 15,800 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #120.

Avity Investment Management first reported a position in STLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $169K in Q1 2026. 9 funds tracked by Wall St. Rank hold STLA as of Q3 2026.

  • Avity Investment Management held 15,800 shares of Stellantis worth $68.9K as of Q3 2026.
  • Avity Investment Management sold 600 Stellantis shares in Q3 2026, an estimated $3.23K.
  • Stellantis made up ﹤0.01% of Avity Investment Management's portfolio in Q3 2026, its #120 holding.
  • Avity Investment Management first reported a position in Stellantis in Q3 2025 and has held it in 4 quarters since.
  • Avity Investment Management's Stellantis position peaked at $169K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Stellantis as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.