Integrated Wealth Concepts’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
$305K Buy
53,102
+9,465
+22% +$70K ﹤0.01% 1972
2026
Q1
$309K Buy
43,637
+7,929
+22% +$66.4K ﹤0.01% 1842
2025
Q4
$389K Sell
35,708
-415,810
-92% -$4.47M ﹤0.01% 1207
2025
Q3
$4.22M Buy
451,518
+82,118
+22% +$785K 0.04% 425
2025
Q2
$3.71M Buy
369,400
+94,221
+34% +$929K 0.04% 414
2025
Q1
$3.08M Sell
275,179
-99,589
-27% -$1.28M 0.04% 457
2024
Q4
$4.89M Buy
374,768
+92,676
+33% +$1.23M 0.06% 303
2024
Q3
$3.96M Buy
282,092
+61,738
+28% +$1.05M 0.05% 342
2024
Q2
$4.37M Buy
220,354
+34,626
+19% +$802K 0.06% 291
2024
Q1
$5.26M Buy
185,728
+15,057
+9% +$375K 0.08% 259
2023
Q4
$3.98M Sell
170,671
-35,911
-17% -$742K 0.07% 278
2023
Q3
$3.95M Buy
206,582
+32,121
+18% +$601K 0.07% 267
2023
Q2
$3.06M Sell
174,461
-24,685
-12% -$414K 0.05% 329
2023
Q1
$3.62M Buy
+199,146
New +$3.33M 0.07% 247

Other funds holding STLA

Integrated Wealth Concepts's STLA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Stellantis (STLA) stake by 22% in Q2 2026, buying an estimated $70K and bringing the position to 53,102 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Integrated Wealth Concepts first reported a position in STLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.26M in Q1 2024. 400 funds tracked by Wall St. Rank hold STLA as of Q2 2026.

  • Integrated Wealth Concepts held 53,102 shares of Stellantis worth $305K as of Q2 2026.
  • Integrated Wealth Concepts bought 9,465 Stellantis shares in Q2 2026, an estimated $70K.
  • Stellantis made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1972 holding.
  • Integrated Wealth Concepts first reported a position in Stellantis in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Stellantis position peaked at $5.26M in Q1 2024.
  • 400 funds tracked by Wall St. Rank held Stellantis as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.