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Integrated Wealth Concepts’s StoneCo STNE Stock Holding History

Integrated Wealth Concepts’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 		$156K Buy
+14,346
New +$170K ﹤0.01% 2494

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

Integrated Wealth Concepts's STNE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in StoneCo (STNE) in Q2 2026: 14,346 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #2494 among its holdings.

272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • Integrated Wealth Concepts held 14,346 shares of StoneCo worth $156K as of Q2 2026.
  • StoneCo was a new Integrated Wealth Concepts position in Q2 2026.
  • StoneCo made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2494 holding.
  • 272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.