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Jessup Wealth Management’s StoneCo STNE Stock Holding History

Jessup Wealth 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
-177
Closed -$2.62K – 310
2025
Q4 		$2.62K Buy
+177
New +$2.96K ﹤0.01% 313
2024
Q4 		– Sell
-68,687
Closed -$773K – 74
2024
Q3 		$773K Buy
+68,687
New +$876K 0.35% 34
2023
Q3 		– Sell
-44,780
Closed -$570K – 72
2023
Q2 		$570K Buy
+44,780
New +$558K 0.31% 39

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

Jessup Wealth Management's STNE Position: Q1 2026 in Review

Jessup Wealth Management sold out of StoneCo (STNE) in Q1 2026, closing a stake of 177 shares — an estimated $2.62K sold.

Jessup Wealth Management first reported a position in STNE in Q2 2023 and held it in 3 quarters. The position peaked at $773K in Q3 2024. 277 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

  • Jessup Wealth Management reported no remaining StoneCo position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 177 StoneCo shares in Q1 2026, an estimated $2.62K.
  • Jessup Wealth Management first reported a position in StoneCo in Q2 2023 and held it in 3 quarters.
  • Jessup Wealth Management's StoneCo position peaked at $773K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.