Legacy Capital Group California’s Stellantis STLA Stock Holding History

Legacy Capital Group California’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	$66.2K	Buy	+11,529	New	+$85.3K	0.02%	297
2025 Q1	–	Sell	-10,759	Closed	-$140K	–	358
2024 Q4	$140K	Sell	10,759 -10	-0.1%	-$133	0.04%	326
2024 Q3	$151K	Sell	10,769 -8	-0.1%	-$136	0.05%	307
2024 Q2	$214K	Buy	10,777 +707	+7%	+$16.4K	0.08%	283
2024 Q1	$285K	Buy	10,070 +106	+1%	+$2.64K	0.11%	232
2023 Q4	$232K	Sell	9,964 -65	-0.6%	-$1.34K	0.09%	255
2023 Q3	$192K	Sell	10,029 -3,474	-26%	-$65K	0.08%	263
2023 Q2	$237K	Buy	13,503 +2,494	+23%	+$41.8K	0.1%	235
2023 Q1	$200K	Buy	+11,009	New	+$184K	0.1%	230

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

Legacy Capital Group California's STLA Position: Q2 2026 in Review

Legacy Capital Group California opened a new position in Stellantis (STLA) in Q2 2026: 11,529 shares worth $66.2K. The stake represents 0.02% of the portfolio and ranks #297 among its holdings. This is a return to the name: Legacy Capital Group California previously reported a position in STLA as recently as Q4 2024.

Legacy Capital Group California first reported a position in STLA in Q1 2023 and has held it in 9 quarters since. The position peaked at $285K in Q1 2024. 401 funds tracked by Wall St. Rank hold STLA as of Q2 2026.

Legacy Capital Group California held 11,529 shares of Stellantis worth $66.2K as of Q2 2026.
Stellantis was a new Legacy Capital Group California position in Q2 2026.
Stellantis made up 0.02% of Legacy Capital Group California's portfolio in Q2 2026, its #297 holding.
Legacy Capital Group California first reported a position in Stellantis in Q1 2023 and has held it in 9 quarters since.
Legacy Capital Group California's Stellantis position peaked at $285K in Q1 2024.
401 funds tracked by Wall St. Rank held Stellantis as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.