Creative Planning’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.7M | Sell |
296,119
-235,343
| -44% | -$1.74M | ﹤0.01% | 2215 |
|
|
2026
Q1 | $3.77M | Buy |
531,462
+38,029
| +8% | +$319K | ﹤0.01% | 1407 |
|
|
2025
Q4 | $5.37M | Buy |
493,433
+184,447
| +60% | +$1.98M | ﹤0.01% | 958 |
|
|
2025
Q3 | $2.89M | Buy |
308,986
+84,498
| +38% | +$808K | ﹤0.01% | 1253 |
|
|
2025
Q2 | $2.25M | Buy |
224,488
+89,105
| +66% | +$878K | ﹤0.01% | 1230 |
|
|
2025
Q1 | $1.52M | Sell |
135,383
-55,848
| -29% | -$718K | ﹤0.01% | 1389 |
|
|
2024
Q4 | $2.5M | Buy |
191,231
+77,525
| +68% | +$1.03M | ﹤0.01% | 1000 |
|
|
2024
Q3 | $1.6M | Sell |
113,706
-111,037
| -49% | -$1.89M | ﹤0.01% | 1206 |
|
|
2024
Q2 | $4.46M | Buy |
224,743
+3,129
| +1% | +$72.5K | ﹤0.01% | 660 |
|
|
2024
Q1 | $6.27M | Buy |
221,614
+92,770
| +72% | +$2.31M | 0.01% | 539 |
|
|
2023
Q4 | $3M | Buy |
128,844
+19,052
| +17% | +$393K | 0.01% | 742 |
|
|
2023
Q3 | $2.1M | Buy |
109,792
+20,031
| +22% | +$375K | ﹤0.01% | 832 |
|
|
2023
Q2 | $1.57M | Buy |
89,761
+14,396
| +19% | +$241K | ﹤0.01% | 923 |
|
|
2023
Q1 | $1.37M | Buy |
75,365
+15,203
| +25% | +$254K | ﹤0.01% | 928 |
|
|
2022
Q4 | $854K | Buy |
60,162
+32,961
| +121% | +$459K | ﹤0.01% | 1115 |
|
|
2022
Q3 | $322K | Buy |
27,201
+3,680
| +16% | +$49.4K | ﹤0.01% | 1612 |
|
|
2022
Q2 | $291K | Buy |
23,521
+23,311
| +11,100% | +$330K | ﹤0.01% | 1632 |
|
|
2022
Q1 | $3K | Buy |
+210
| New | +$3.84K | ﹤0.01% | 2286 |
|
|
2021
Q2 | – | Sell |
-10,836
| Closed | -$193K | – | 2537 |
|
|
2021
Q1 | $193K | Sell |
10,836
-3,175
| -23% | -$53.4K | ﹤0.01% | 2109 |
|
|
2020
Q4 | $253K | Sell |
14,011
-595
| -4% | -$8.77K | ﹤0.01% | 1728 |
|
|
2020
Q3 | $178K | Buy |
+14,606
| New | +$163K | ﹤0.01% | 1708 |
|
|
2019
Q4 | – | Sell |
-12,048
| Closed | -$156K | – | 2105 |
|
|
2019
Q3 | $156K | Sell |
12,048
-2,565
| -18% | -$34.3K | ﹤0.01% | 1658 |
|
|
2019
Q2 | $202K | Buy |
14,613
+1,424
| +11% | +$20.7K | ﹤0.01% | 1617 |
|
|
2019
Q1 | $196K | Sell |
13,189
-10,356
| -44% | -$159K | ﹤0.01% | 1595 |
|
|
2018
Q4 | $340K | Sell |
23,545
-2,318
| -9% | -$37.3K | ﹤0.01% | 1166 |
|
|
2018
Q3 | $453K | Buy |
25,863
+1,116
| +5% | +$19.7K | ﹤0.01% | 1135 |
|
|
2018
Q2 | $467K | Buy |
24,747
+172
| +0.7% | +$3.77K | ﹤0.01% | 1105 |
|
|
2018
Q1 | $504K | Buy |
24,575
+1,138
| +5% | +$24.9K | ﹤0.01% | 1083 |
|
|
2017
Q4 | $418K | Sell |
23,437
-3,332
| -12% | -$58.6K | ﹤0.01% | 1176 |
|
|
2017
Q3 | $479K | Buy |
26,769
+734
| +3% | +$10.2K | ﹤0.01% | 1076 |
|
|
2017
Q2 | $276K | Buy |
26,035
+1,360
| +6% | +$14.5K | ﹤0.01% | 1339 |
|
|
2017
Q1 | $269K | Buy |
24,675
+6,309
| +34% | +$67.9K | ﹤0.01% | 1325 |
|
|
2016
Q4 | $167K | Hold |
18,366
| – | – | ﹤0.01% | 1508 |
|
|
2016
Q3 | $117K | Buy |
18,366
+1,948
| +12% | +$12.8K | ﹤0.01% | 1743 |
|
|
2016
Q2 | $100K | Buy |
16,418
+927
| +6% | +$6.71K | ﹤0.01% | 1682 |
|
|
2016
Q1 | $124K | Sell |
15,491
-57,440
| -79% | -$415K | ﹤0.01% | 1503 |
|
|
2015
Q4 | $665K | Buy |
72,931
+62,809
| +621% | +$590K | 0.01% | 641 |
|
|
2015
Q3 | $87K | Buy |
+10,122
| New | +$96.8K | ﹤0.01% | 1669 |
|
|
2015
Q2 | – | Sell |
-5,253
| Closed | -$56K | – | 2774 |
|
|
2015
Q1 | $56K | Sell |
5,253
-2,814
| -35% | -$26.3K | ﹤0.01% | 1950 |
|
|
2014
Q4 | $61K | Buy |
+8,067
| New | +$59.8K | ﹤0.01% | 1871 |
|
Other funds holding STLA
B
BOI
Creative Planning's STLA Position: Q2 2026 in Review
Creative Planning reduced its Stellantis (STLA) stake by 44% in Q2 2026, selling an estimated $1.74M and leaving 296,119 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2215.
Creative Planning first reported a position in STLA in Q4 2014 and has held it in 40 quarters since. The position peaked at $6.27M in Q1 2024. 396 funds tracked by Wall St. Rank hold STLA as of Q2 2026.
- Creative Planning held 296,119 shares of Stellantis worth $1.7M as of Q2 2026.
- Creative Planning sold 235,343 Stellantis shares in Q2 2026, an estimated $1.74M.
- Stellantis made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2215 holding.
- Creative Planning first reported a position in Stellantis in Q4 2014 and has held it in 40 quarters since.
- Creative Planning's Stellantis position peaked at $6.27M in Q1 2024.
- 396 funds tracked by Wall St. Rank held Stellantis as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.