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Planning Strategies’s Stellantis STLA Stock Holding History

Planning Strategies’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 		$227 Buy
+52
New +$280 ﹤0.01% 1048

Other funds holding STLA

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Planning Strategies's STLA Position: Q3 2026 in Review

Planning Strategies opened a new position in Stellantis (STLA) in Q3 2026: 52 shares worth $227. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings.

9 funds tracked by Wall St. Rank hold STLA as of Q3 2026.

  • Planning Strategies held 52 shares of Stellantis worth $227 as of Q3 2026.
  • Stellantis was a new Planning Strategies position in Q3 2026.
  • Stellantis made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #1048 holding.
  • 9 funds tracked by Wall St. Rank held Stellantis as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.