Carson Wealth (CWM LLC)
STNE icon

Carson Wealth (CWM LLC)’s StoneCo STNE Stock Holding History

Carson Wealth (CWM LLC)’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 		$98.7K Buy
6,987
+1,809
+35% +$27.8K ﹤0.01% 3284
2025
Q4 		$77K Buy
5,178
+462
+10% +$7.73K ﹤0.01% 3277
2025
Q3 		$89K Buy
4,716
+151
+3% +$2.4K ﹤0.01% 3077
2025
Q2 		$73K Buy
4,565
+1,411
+45% +$18.8K ﹤0.01% 2983
2025
Q1 		$33K Buy
3,154
+2,416
+327% +$22.8K ﹤0.01% 3320
2024
Q4 		$6K Sell
738
-3,692
-83% -$37.4K ﹤0.01% 4150
2024
Q3 		$50K Buy
4,430
+3,005
+211% +$38.3K ﹤0.01% 2699
2024
Q2 		$17K Buy
1,425
+58
+4% +$855 ﹤0.01% 3236
2024
Q1 		$23K Buy
1,367
+1,144
+513% +$19.6K ﹤0.01% 2809
2023
Q4 		$4K Buy
223
+12
+6% +$158 ﹤0.01% 3635
2023
Q3 		$2K Sell
211
-4,367
-95% -$53.7K ﹤0.01% 3866
2023
Q2 		$58K Hold
4,578
– – ﹤0.01% 1877
2023
Q1 		$44K Buy
4,578
+2,617
+133% +$25K ﹤0.01% 1959
2022
Q4 		$19K Sell
1,961
-80
-4% -$838 ﹤0.01% 2423
2022
Q3 		$19K Buy
2,041
+711
+53% +$6.81K ﹤0.01% 2267
2022
Q2 		$10K Sell
1,330
-686
-34% -$6.56K ﹤0.01% 2603
2022
Q1 		$24K Buy
2,016
+1,956
+3,260% +$25.6K ﹤0.01% 1974
2021
Q4 		$1K Buy
+60
New +$1.52K ﹤0.01% 3382
2021
Q2 		$32K Hold
477
– – ﹤0.01% 1591
2021
Q1 		$32K Hold
477
– – ﹤0.01% 1591
2020
Q4 		$32K Hold
477
– – ﹤0.01% 1591
2020
Q3 		$32K Hold
477
– – ﹤0.01% 1591
2020
Q2 		$32K Hold
477
– – ﹤0.01% 1591
2020
Q1 		$32K Hold
477
– – ﹤0.01% 1590
2019
Q4 		$32K Hold
477
– – ﹤0.01% 1590
2019
Q3 		$32K Hold
477
– – ﹤0.01% 1590
2019
Q2 		$32K Hold
477
– – ﹤0.01% 1590
2019
Q1 		$32K Buy
477
+277
+139% +$7.52K ﹤0.01% 1589
2018
Q4 		$4K Buy
+200
New +$4.63K ﹤0.01% 1609

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

Carson Wealth (CWM LLC)'s STNE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its StoneCo (STNE) stake by 35% in Q1 2026, buying an estimated $27.8K and bringing the position to 6,987 shares worth $98.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3284.

Carson Wealth (CWM LLC) first reported a position in STNE in Q4 2018 and has held it in 29 quarters since. 277 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,987 shares of StoneCo worth $98.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,809 StoneCo shares in Q1 2026, an estimated $27.8K.
  • StoneCo made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3284 holding.
  • Carson Wealth (CWM LLC) first reported a position in StoneCo in Q4 2018 and has held it in 29 quarters since.
  • 277 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.