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Forum Financial Management’s Stellantis STLA Stock Holding History

Forum Financial 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
2025
Q2 		– Sell
-24,042
Closed -$270K – 982
2025
Q1 		$270K Sell
24,042
-41
-0.2% -$527 ﹤0.01% 647
2024
Q4 		$314K Buy
24,083
+41
+0.2% +$544 0.01% 586
2024
Q3 		$338K Hold
24,042
– – 0.01% 465
2024
Q2 		$477K Buy
24,042
+9,490
+65% +$220K 0.01% 321
2024
Q1 		$412K Buy
14,552
+32
+0.2% +$797 0.01% 390
2023
Q4 		$339K Buy
14,520
+2,147
+17% +$44.3K 0.01% 406
2023
Q3 		$237K Buy
12,373
+3
+0% +$56 0.01% 518
2023
Q2 		$217K Buy
12,370
+15
+0.1% +$252 ﹤0.01% 583
2023
Q1 		$225K Sell
12,355
-9,663
-44% -$161K 0.01% 507
2022
Q4 		$313K Buy
22,018
+16
+0.1% +$223 0.01% 378
2022
Q3 		$261K Hold
22,002
– – 0.01% 394
2022
Q2 		$272K Hold
22,002
– – 0.01% 391
2022
Q1 		$357K Hold
22,002
– – 0.02% 320
2021
Q4 		$413K Buy
+22,002
New +$424K 0.02% 297

Other funds holding STLA

B
Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forum Financial Management's STLA Position: Q2 2025 in Review

Forum Financial Management sold out of Stellantis (STLA) in Q2 2025, closing a stake of 24,042 shares — an estimated $270K sold.

Forum Financial Management first reported a position in STLA in Q4 2021 and held it in 14 quarters. The position peaked at $477K in Q2 2024. 394 funds tracked by Wall St. Rank hold STLA as of Q2 2025.

  • Forum Financial Management reported no remaining Stellantis position as of Q2 2025 after selling out during the quarter.
  • Forum Financial Management sold 24,042 Stellantis shares in Q2 2025, an estimated $270K.
  • Forum Financial Management first reported a position in Stellantis in Q4 2021 and held it in 14 quarters.
  • Forum Financial Management's Stellantis position peaked at $477K in Q2 2024.
  • 394 funds tracked by Wall St. Rank held Stellantis as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.