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
2020
Q3 		– Sell
-5,000
Closed -$3K – 2259
2020
Q2 		$3K Buy
+5,000
New +$146K ﹤0.01% 1938

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 $3.38T AUM 44.17% 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. 273 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.
  • 273 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.