True Wealth Design
STLA icon

True Wealth Design’s Stellantis STLA Stock Holding History

True Wealth Design’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 		$7.43K Buy
1,705
+152
+10% +$818 ﹤0.01% 1187
2026
Q2 		$8.92K Buy
1,553
+330
+27% +$2.44K ﹤0.01% 1104
2026
Q1 		$8.67K Sell
1,223
-211
-15% -$1.77K ﹤0.01% 1020
2025
Q4 		$15.6K Buy
1,434
+904
+171% +$9.7K ﹤0.01% 694
2025
Q3 		$4.95K Buy
530
+472
+814% +$4.52K ﹤0.01% 1085
2025
Q2 		$582 Sell
58
-35
-38% -$345 ﹤0.01% 1682
2025
Q1 		$1.04K Sell
93
-1
-1% -$13 ﹤0.01% 1251
2024
Q4 		$1.23K Sell
94
-61
-39% -$809 ﹤0.01% 874
2024
Q3 		$2.18K Buy
155
+3
+2% +$51 ﹤0.01% 763
2024
Q2 		$3.02K Buy
152
+10
+7% +$232 ﹤0.01% 316
2024
Q1 		$4.02K Buy
142
+61
+75% +$1.52K ﹤0.01% 291
2023
Q4 		$1.89K Buy
81
+7
+9% +$145 ﹤0.01% 309
2023
Q3 		$1.42K Buy
74
+3
+4% +$56 ﹤0.01% 287
2023
Q2 		$1.25K Hold
71
– – ﹤0.01% 306
2023
Q1 		$1.29K Buy
71
+4
+6% +$67 ﹤0.01% 373
2022
Q4 		$951 Buy
+67
New +$932 ﹤0.01% 346

Other funds holding STLA

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Cigna Investments
Cigna Investments Bloomfield, Connecticut $770M AUM 34.25% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

True Wealth Design's STLA Position: Q3 2026 in Review

True Wealth Design increased its Stellantis (STLA) stake by 9.8% in Q3 2026, buying an estimated $818 and bringing the position to 1,705 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

True Wealth Design first reported a position in STLA in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.6K in Q4 2025. 48 funds tracked by Wall St. Rank hold STLA as of Q3 2026.

  • True Wealth Design held 1,705 shares of Stellantis worth $7.43K as of Q3 2026.
  • True Wealth Design bought 152 Stellantis shares in Q3 2026, an estimated $818.
  • Stellantis made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1187 holding.
  • True Wealth Design first reported a position in Stellantis in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Stellantis position peaked at $15.6K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Stellantis as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.