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Clearstead Advisors’s StoneCo STNE Stock Holding History

Clearstead 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
Q2 		$745 Buy
69
+49
+245% +$581 ﹤0.01% 2798
2026
Q1 		$283 Hold
20
– – ﹤0.01% 2151
2025
Q4 		$296 Hold
20
– – ﹤0.01% 2379
2025
Q3 		$379 Hold
20
– – ﹤0.01% 2774
2025
Q2 		$321 Hold
20
– – ﹤0.01% 2537
2025
Q1 		$210 Sell
20
-160
-89% -$1.51K ﹤0.01% 2126
2024
Q4 		$1.44K Hold
180
– – ﹤0.01% 1885
2024
Q3 		$2.03K Sell
180
-702
-80% -$8.96K ﹤0.01% 1837
2024
Q2 		$10.6K Buy
882
+702
+390% +$10.4K ﹤0.01% 1540
2024
Q1 		$3K Hold
180
– – ﹤0.01% 1257
2023
Q4 		$3.25K Hold
180
– – ﹤0.01% 1225
2023
Q3 		$1.92K Buy
180
+60
+50% +$738 ﹤0.01% 1251
2023
Q2 		$1.53K Buy
120
+20
+20% +$249 ﹤0.01% 1200
2023
Q1 		$954 Sell
100
-125
-56% -$1.2K ﹤0.01% 1248
2022
Q4 		$2.12K Buy
225
+125
+125% +$1.31K ﹤0.01% 1083
2022
Q3 		$1K Hold
100
– – ﹤0.01% 1199
2022
Q2 		$1K Hold
100
– – ﹤0.01% 1225
2022
Q1 		$1K Buy
+100
New +$1.31K ﹤0.01% 1324
2021
Q4 		– Sell
-100
Closed -$3K – 1427
2021
Q3 		$3K Hold
100
– – ﹤0.01% 1099
2021
Q2 		$7K Hold
100
– – ﹤0.01% 845
2021
Q1 		$6K Hold
100
– – ﹤0.01% 854
2020
Q4 		$8K Hold
100
– – ﹤0.01% 756
2020
Q3 		$5K Buy
+100
New +$4.78K ﹤0.01% 746

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Clearstead Advisors's STNE Position: Q2 2026 in Review

Clearstead Advisors increased its StoneCo (STNE) stake by 245% in Q2 2026, buying an estimated $581 and bringing the position to 69 shares worth $745. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Clearstead Advisors first reported a position in STNE in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.6K in Q2 2024. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • Clearstead Advisors held 69 shares of StoneCo worth $745 as of Q2 2026.
  • Clearstead Advisors bought 49 StoneCo shares in Q2 2026, an estimated $581.
  • StoneCo made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2798 holding.
  • Clearstead Advisors first reported a position in StoneCo in Q3 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's StoneCo position peaked at $10.6K in Q2 2024.
  • 272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.