AAS
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Avantax Advisory Services’s StoneCo STNE Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.56M Buy
97,153
+19,591
+25% +$261K 0.01% 924
2025
Q1 		$813K Buy
77,562
+3,850
+5% +$36.3K ﹤0.01% 1194
2024
Q4 		$587K Buy
+73,712
New +$747K ﹤0.01% 1344
2024
Q2 		– Sell
-11,262
Closed -$187K – 2133
2024
Q1 		$187K Sell
11,262
-3,470
-24% -$59.5K ﹤0.01% 1549
2023
Q4 		$266K Buy
+14,732
New +$194K ﹤0.01% 1304
2022
Q4 		– Sell
-12,286
Closed -$117K – 1460
2022
Q3 		$117K Sell
12,286
-8,120
-40% -$77.8K ﹤0.01% 1264
2022
Q2 		$157K Buy
20,406
+10,182
+100% +$97.4K ﹤0.01% 1225
2022
Q1 		$120K Buy
+10,224
New +$134K ﹤0.01% 1231
2021
Q3 		– Sell
-3,426
Closed -$229K – 1226
2021
Q2 		$229K Buy
+3,426
New +$222K ﹤0.01% 1020

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Avantax Advisory Services's STNE Position: Q2 2025 in Review

Avantax Advisory Services increased its StoneCo (STNE) stake by 25% in Q2 2025, buying an estimated $261K and bringing the position to 97,153 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #924.

Avantax Advisory Services first reported a position in STNE in Q2 2021 and has held it in 9 quarters since. 266 funds tracked by Wall St. Rank hold STNE as of Q2 2025.

  • Avantax Advisory Services held 97,153 shares of StoneCo worth $1.56M as of Q2 2025.
  • Avantax Advisory Services bought 19,591 StoneCo shares in Q2 2025, an estimated $261K.
  • StoneCo made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #924 holding.
  • Avantax Advisory Services first reported a position in StoneCo in Q2 2021 and has held it in 9 quarters since.
  • 266 funds tracked by Wall St. Rank held StoneCo as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.