WealthPLAN Partners’s Stellantis STLA Stock Holding History

WealthPLAN Partners’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	$70.6K	Buy	+16,184	New	+$87.1K	0.01%	222

Other funds holding STLA

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

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

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Cigna Investments Bloomfield, Connecticut $770M AUM 34.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WealthPLAN Partners's STLA Position: Q3 2026 in Review

WealthPLAN Partners opened a new position in Stellantis (STLA) in Q3 2026: 16,184 shares worth $70.6K. The stake represents 0.01% of the portfolio and ranks #222 among its holdings.

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

WealthPLAN Partners held 16,184 shares of Stellantis worth $70.6K as of Q3 2026.
Stellantis was a new WealthPLAN Partners position in Q3 2026.
Stellantis made up 0.01% of WealthPLAN Partners's portfolio in Q3 2026, its #222 holding.
36 funds tracked by Wall St. Rank held Stellantis as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.