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Alta Wealth Advisors’s StoneCo STNE Stock Holding History

Alta Wealth Advisors’s Portfolio STNE Stock Details STNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-87,960
Closed -$1.3M – 184
2025
Q4 		$1.3M Buy
87,960
+1,702
+2% +$28.5K 0.43% 48
2025
Q3 		$1.63M Buy
+86,258
New +$1.37M 0.58% 39

Other funds holding STNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
BGBI
BRC-Global BAH Investments Nassau $107M AUM
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alta Wealth Advisors's STNE Position: Q1 2026 in Review

Alta Wealth Advisors sold out of StoneCo (STNE) in Q1 2026, closing a stake of 87,960 shares — an estimated $1.3M sold.

Alta Wealth Advisors first reported a position in STNE in Q3 2025 and held it in 2 quarters. The position peaked at $1.63M in Q3 2025. 277 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

  • Alta Wealth Advisors reported no remaining StoneCo position as of Q1 2026 after selling out during the quarter.
  • Alta Wealth Advisors sold 87,960 StoneCo shares in Q1 2026, an estimated $1.3M.
  • Alta Wealth Advisors first reported a position in StoneCo in Q3 2025 and held it in 2 quarters.
  • Alta Wealth Advisors's StoneCo position peaked at $1.63M in Q3 2025.
  • 277 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

Based on Alta Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.