Cape Investment Advisory’s Stellantis STLA Stock Holding History

Cape Investment Advisory’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 Q2	$9.53K	Buy	+1,660	New	+$12.3K	﹤0.01%	878
2026 Q1	–	Sell	-1,054	Closed	-$11.5K	–	1077
2025 Q4	$11.5K	Buy	1,054 +225	+27%	+$2.42K	﹤0.01%	724
2025 Q3	$7.74K	Buy	829 +197	+31%	+$1.88K	0.01%	448
2025 Q2	$6.34K	Buy	632 +173	+38%	+$1.71K	﹤0.01%	711
2025 Q1	$5.14K	Sell	459 -131	-22%	-$1.68K	﹤0.01%	739
2024 Q4	$7.7K	Hold	590	–	–	﹤0.01%	638
2024 Q3	$8.29K	Hold	590	–	–	﹤0.01%	601
2024 Q2	$11.7K	Buy	+590	New	+$13.7K	0.01%	498
2024 Q1	–	Sell	-2,145	Closed	-$50K	–	1158
2023 Q4	$50K	Buy	2,145 +1,736	+424%	+$35.8K	0.02%	350
2023 Q3	$7.82K	Hold	409	–	–	﹤0.01%	601
2023 Q2	$7.17K	Buy	409 +104	+34%	+$1.74K	﹤0.01%	609
2023 Q1	$5.55K	Buy	+305	New	+$5.09K	﹤0.01%	644

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.36B AUM 21.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Cape Investment Advisory's STLA Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Stellantis (STLA) in Q2 2026: 1,660 shares worth $9.53K. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in STLA as recently as Q4 2025.

Cape Investment Advisory first reported a position in STLA in Q1 2023 and has held it in 12 quarters since. The position peaked at $50K in Q4 2023. 401 funds tracked by Wall St. Rank hold STLA as of Q2 2026.

Cape Investment Advisory held 1,660 shares of Stellantis worth $9.53K as of Q2 2026.
Stellantis was a new Cape Investment Advisory position in Q2 2026.
Stellantis made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #878 holding.
Cape Investment Advisory first reported a position in Stellantis in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Stellantis position peaked at $50K in Q4 2023.
401 funds tracked by Wall St. Rank held Stellantis as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.