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Summit Financial Strategies’s Stellantis STLA Stock Holding History

Summit Financial 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
Q2 		$67.3K Sell
11,717
-16
-0.1% -$118 ﹤0.01% 167
2026
Q1 		$83.2K Buy
+11,733
New +$98.3K 0.01% 163

Other funds holding STLA

B
Bpifrance Maisons Alfort, Cedex, France $1.36B AUM 21.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Summit Financial Strategies's STLA Position: Q2 2026 in Review

Summit Financial Strategies reduced its Stellantis (STLA) stake by 0.14% in Q2 2026, selling an estimated $118 and leaving 11,717 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Summit Financial Strategies first reported a position in STLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $83.2K in Q1 2026. 398 funds tracked by Wall St. Rank hold STLA as of Q2 2026.

  • Summit Financial Strategies held 11,717 shares of Stellantis worth $67.3K as of Q2 2026.
  • Summit Financial Strategies sold 16 Stellantis shares in Q2 2026, an estimated $118.
  • Stellantis made up ﹤0.01% of Summit Financial Strategies's portfolio in Q2 2026, its #167 holding.
  • Summit Financial Strategies first reported a position in Stellantis in Q1 2026 and has held it in 2 quarters since.
  • Summit Financial Strategies's Stellantis position peaked at $83.2K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Stellantis as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.