Creative Planning
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Creative Planning’s StoneCo STNE Stock Holding History

Creative Planning’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 		$2.76M Buy
254,614
+91,291
+56% +$1.08M ﹤0.01% 1846
2026
Q1 		$2.31M Buy
163,323
+18,891
+13% +$290K ﹤0.01% 1788
2025
Q4 		$2.14M Buy
144,432
+26,127
+22% +$437K ﹤0.01% 1685
2025
Q3 		$2.24M Sell
118,305
-511
-0.4% -$8.12K ﹤0.01% 1454
2025
Q2 		$1.91M Buy
118,816
+6,154
+5% +$82.1K ﹤0.01% 1357
2025
Q1 		$1.18M Buy
112,662
+57,336
+104% +$540K ﹤0.01% 1588
2024
Q4 		$441K Sell
55,326
-9,995
-15% -$101K ﹤0.01% 2342
2024
Q3 		$736K Buy
65,321
+45,218
+225% +$577K ﹤0.01% 1775
2024
Q2 		$241K Sell
20,103
-1,548
-7% -$22.8K ﹤0.01% 2531
2024
Q1 		$360K Buy
21,651
+387
+2% +$6.64K ﹤0.01% 2101
2023
Q4 		$383K Buy
21,264
+6,142
+41% +$80.7K ﹤0.01% 1901
2023
Q3 		$161K Buy
+15,122
New +$186K ﹤0.01% 2301
2021
Q3 		– Sell
-29,008
Closed -$1.95M – 2222
2021
Q2 		$1.95M Sell
29,008
-4,766
-14% -$309K ﹤0.01% 692
2021
Q1 		$2.07M Buy
33,774
+21,187
+168% +$1.65M ﹤0.01% 713
2020
Q4 		$1.06M Buy
12,587
+987
+9% +$66.1K ﹤0.01% 919
2020
Q3 		$614K Buy
11,600
+359
+3% +$17.1K ﹤0.01% 1027
2020
Q2 		$436K Buy
11,241
+648
+6% +$18.9K ﹤0.01% 1104
2020
Q1 		$231K Buy
10,593
+2,341
+28% +$89.3K ﹤0.01% 1317
2019
Q4 		$329K Sell
8,252
-376
-4% -$13.8K ﹤0.01% 1352
2019
Q3 		$300K Buy
+8,628
New +$288K ﹤0.01% 1360

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

Creative Planning's STNE Position: Q2 2026 in Review

Creative Planning increased its StoneCo (STNE) stake by 56% in Q2 2026, buying an estimated $1.08M and bringing the position to 254,614 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Creative Planning first reported a position in STNE in Q3 2019 and has held it in 20 quarters since. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • Creative Planning held 254,614 shares of StoneCo worth $2.76M as of Q2 2026.
  • Creative Planning bought 91,291 StoneCo shares in Q2 2026, an estimated $1.08M.
  • StoneCo made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1846 holding.
  • Creative Planning first reported a position in StoneCo in Q3 2019 and has held it in 20 quarters since.
  • 272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.