Advisors Asset Management’s StoneCo STNE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-886
Closed -$14.2K 1515
2025
Q2
$14.2K Sell
886
-86
-9% -$1.15K ﹤0.01% 1360
2025
Q1
$10.2K Buy
972
+5
+0.5% +$47 ﹤0.01% 1405
2024
Q4
$7.71K Sell
967
-2
-0.2% -$20 ﹤0.01% 1415
2024
Q3
$10.9K Buy
969
+63
+7% +$804 ﹤0.01% 1406
2024
Q2
$10.9K Buy
+906
New +$13.4K ﹤0.01% 1426
2023
Q1
Sell
-3,121
Closed -$29.5K 1487
2022
Q4
$29.5K Sell
3,121
-466
-13% -$4.88K ﹤0.01% 1398
2022
Q3
$34K Sell
3,587
-68
-2% -$651 ﹤0.01% 1396
2022
Q2
$28K Sell
3,655
-192
-5% -$1.84K ﹤0.01% 1437
2022
Q1
$45K Buy
3,847
+192
+5% +$2.51K ﹤0.01% 1422
2021
Q4
$62K Buy
+3,655
New +$92.7K ﹤0.01% 1421
2021
Q2
Sell
-1,098
Closed -$67K 1492
2021
Q1
$67K Sell
1,098
-554
-34% -$43.2K ﹤0.01% 1385
2020
Q4
$139K Buy
+1,652
New +$111K ﹤0.01% 1305

Other funds holding STNE

Advisors Asset Management's STNE Position: Q3 2025 in Review

Advisors Asset Management sold out of StoneCo (STNE) in Q3 2025, closing a stake of 886 shares — an estimated $14.2K sold.

Advisors Asset Management first reported a position in STNE in Q4 2020 and held it in 12 quarters. The position peaked at $139K in Q4 2020. 279 funds tracked by Wall St. Rank hold STNE as of Q3 2025.

  • Advisors Asset Management reported no remaining StoneCo position as of Q3 2025 after selling out during the quarter.
  • Advisors Asset Management sold 886 StoneCo shares in Q3 2025, an estimated $14.2K.
  • Advisors Asset Management first reported a position in StoneCo in Q4 2020 and held it in 12 quarters.
  • Advisors Asset Management's StoneCo position peaked at $139K in Q4 2020.
  • 279 funds tracked by Wall St. Rank held StoneCo as of Q3 2025.

Based on Advisors Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.