Venturi Wealth Management’s Stellantis STLA Stock Holding History

Venturi Wealth Management’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	$305K	Buy	53,188 +42,941	+419%	+$318K	0.01%	498
2026 Q1	$72.7K	Sell	10,247 -511	-5%	-$4.28K	﹤0.01%	597
2025 Q4	$117K	Buy	+10,758	New	+$116K	0.01%	576
2025 Q1	–	Sell	-856	Closed	-$11.2K	–	1655
2024 Q4	$11.2K	Buy	856 +387	+83%	+$5.13K	﹤0.01%	1406
2024 Q3	$6.59K	Buy	469 +107	+30%	+$1.82K	﹤0.01%	1317
2024 Q2	$7.19K	Buy	362 +182	+101%	+$4.21K	﹤0.01%	1166
2024 Q1	$5.09K	Sell	180 -55	-23%	-$1.37K	﹤0.01%	1084
2023 Q4	$5.48K	Buy	235 +55	+31%	+$1.14K	﹤0.01%	1013
2023 Q3	$3.44K	Buy	+180	New	+$3.37K	﹤0.01%	1065
2023 Q2	–	Sell	-291	Closed	-$5.29K	–	1257
2023 Q1	$5.29K	Buy	+291	New	+$4.86K	﹤0.01%	813

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

Venturi Wealth Management's STLA Position: Q2 2026 in Review

Venturi Wealth Management increased its Stellantis (STLA) stake by 419% in Q2 2026, buying an estimated $318K and bringing the position to 53,188 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #498.

Venturi Wealth Management first reported a position in STLA in Q1 2023 and has held it in 10 quarters since. 399 funds tracked by Wall St. Rank hold STLA as of Q2 2026.

Venturi Wealth Management held 53,188 shares of Stellantis worth $305K as of Q2 2026.
Venturi Wealth Management bought 42,941 Stellantis shares in Q2 2026, an estimated $318K.
Stellantis made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #498 holding.
Venturi Wealth Management first reported a position in Stellantis in Q1 2023 and has held it in 10 quarters since.
399 funds tracked by Wall St. Rank held Stellantis as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.