Cornerstone Planning Group’s Stellantis STLA Stock Holding History

Cornerstone Planning Group’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	–	Sell	-118	Closed	-$684	–	1490
2026 Q2	$684	Sell	118 -124	-51%	-$917	﹤0.01%	1601
2026 Q1	$1.74K	Sell	242 -63	-21%	-$528	﹤0.01%	1326
2025 Q4	$2.96K	Buy	305 +215	+239%	+$2.31K	﹤0.01%	1110
2025 Q3	$21.3K	Buy	+90	New	+$861	﹤0.01%	560
2025 Q2	–	Sell	-163	Closed	-$1.46K	–	1684
2025 Q1	$1.46K	Buy	163 +126	+341%	+$1.62K	﹤0.01%	1055
2024 Q4	$505	Sell	37 -194	-84%	-$2.57K	﹤0.01%	1133
2024 Q3	$3.08K	Buy	231 +130	+129%	+$2.21K	﹤0.01%	678
2024 Q2	$1.63K	Buy	101 +44	+77%	+$1.02K	﹤0.01%	830
2024 Q1	$1.25K	Buy	+57	New	+$1.42K	﹤0.01%	738

Other funds holding STLA

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Cigna Investments Bloomfield, Connecticut $770M AUM 34.25% 1-Year Est. Return

Cornerstone Planning Group's STLA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Stellantis (STLA) in Q3 2026, closing a stake of 118 shares — an estimated $684 sold.

Cornerstone Planning Group first reported a position in STLA in Q1 2024 and held it in 9 quarters. The position peaked at $21.3K in Q3 2025. 63 funds tracked by Wall St. Rank hold STLA as of Q3 2026.

Cornerstone Planning Group reported no remaining Stellantis position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 118 Stellantis shares in Q3 2026, an estimated $684.
Cornerstone Planning Group first reported a position in Stellantis in Q1 2024 and held it in 9 quarters.
Cornerstone Planning Group's Stellantis position peaked at $21.3K in Q3 2025.
63 funds tracked by Wall St. Rank held Stellantis as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.