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EverSource Wealth Advisors’s StoneCo STNE Stock Holding History

EverSource Wealth 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 		$23.3K Sell
2,153
-552
-20% -$6.54K ﹤0.01% 2317
2026
Q1 		$38.2K Buy
2,705
+1,180
+77% +$18.1K ﹤0.01% 2084
2025
Q4 		$22.6K Buy
1,525
+274
+22% +$4.58K ﹤0.01% 2306
2025
Q3 		$23.7K Buy
1,251
+128
+11% +$2.03K ﹤0.01% 2247
2025
Q2 		$18K Buy
1,123
+836
+291% +$11.2K ﹤0.01% 2378
2025
Q1 		$3.01K Buy
287
+245
+583% +$2.31K ﹤0.01% 2733
2024
Q4 		$335 Sell
42
-53
-56% -$537 ﹤0.01% 3314
2024
Q3 		$1.07K Sell
95
-46
-33% -$587 ﹤0.01% 2713
2024
Q2 		$1.85K Buy
141
+58
+70% +$855 ﹤0.01% 2574
2024
Q1 		$1.29K Buy
+83
New +$1.42K ﹤0.01% 2501
2023
Q4 		– Sell
-42
Closed -$448 – 2739
2023
Q3 		$448 Hold
42
– – ﹤0.01% 2396
2023
Q2 		$535 Buy
+42
New +$524 ﹤0.01% 2340
2022
Q1 		– Sell
-118
Closed -$2K – 1838
2021
Q4 		$2K Buy
+118
New +$2.99K ﹤0.01% 1625

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

EverSource Wealth Advisors's STNE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its StoneCo (STNE) stake by 20% in Q2 2026, selling an estimated $6.54K and leaving 2,153 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

EverSource Wealth Advisors first reported a position in STNE in Q4 2021 and has held it in 13 quarters since. The position peaked at $38.2K in Q1 2026. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • EverSource Wealth Advisors held 2,153 shares of StoneCo worth $23.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 552 StoneCo shares in Q2 2026, an estimated $6.54K.
  • StoneCo made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2317 holding.
  • EverSource Wealth Advisors first reported a position in StoneCo in Q4 2021 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's StoneCo position peaked at $38.2K in Q1 2026.
  • 272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.