Envestnet Asset Management
STNE icon

Envestnet Asset Management’s StoneCo STNE Stock Holding History

Envestnet Asset Management’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 		– Sell
-27,254
Closed -$403K – 4814
2025
Q4 		$403K Sell
27,254
-620,703
-96% -$10.4M ﹤0.01% 3850
2025
Q3 		$12.3M Buy
647,957
+35,426
+6% +$563K ﹤0.01% 1627
2025
Q2 		$9.82M Buy
+612,531
New +$8.17M ﹤0.01% 1747
2023
Q3 		– Sell
-13,573
Closed -$173K – 4153
2023
Q2 		$173K Sell
13,573
-2,115
-13% -$26.4K ﹤0.01% 3741
2023
Q1 		$150K Buy
+15,688
New +$150K ﹤0.01% 3722
2022
Q3 		– Sell
-14,282
Closed -$110K – 4029
2022
Q2 		$110K Buy
14,282
+3,885
+37% +$37.2K ﹤0.01% 3746
2022
Q1 		$122K Buy
+10,397
New +$136K ﹤0.01% 3779
2021
Q4 		– Sell
-83,322
Closed -$2.89M – 3943
2021
Q3 		$2.89M Buy
83,322
+11,171
+15% +$580K ﹤0.01% 1861
2021
Q2 		$4.84M Sell
72,151
-1,550
-2% -$100K ﹤0.01% 1540
2021
Q1 		$4.51M Buy
73,701
+19,263
+35% +$1.5M ﹤0.01% 1470
2020
Q4 		$4.57M Sell
54,438
-1,463
-3% -$98K ﹤0.01% 1317
2020
Q3 		$2.96M Buy
55,901
+4,716
+9% +$225K ﹤0.01% 1410
2020
Q2 		$1.98M Buy
51,185
+21,892
+75% +$638K ﹤0.01% 1578
2020
Q1 		$638K Buy
29,293
+7,721
+36% +$294K ﹤0.01% 2075
2019
Q4 		$861K Buy
21,572
+5,313
+33% +$194K ﹤0.01% 2123
2019
Q3 		$565K Buy
16,259
+7,682
+90% +$256K ﹤0.01% 2300
2019
Q2 		$254K Buy
+8,577
New +$252K ﹤0.01% 2777

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

Envestnet Asset Management's STNE Position: Q1 2026 in Review

Envestnet Asset Management sold out of StoneCo (STNE) in Q1 2026, closing a stake of 27,254 shares — an estimated $403K sold.

Envestnet Asset Management first reported a position in STNE in Q2 2019 and held it in 17 quarters. The position peaked at $12.3M in Q3 2025. 277 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

  • Envestnet Asset Management reported no remaining StoneCo position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 27,254 StoneCo shares in Q1 2026, an estimated $403K.
  • Envestnet Asset Management first reported a position in StoneCo in Q2 2019 and held it in 17 quarters.
  • Envestnet Asset Management's StoneCo position peaked at $12.3M in Q3 2025.
  • 277 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.