Koa Wealth Management’s StoneCo STNE Stock Holding History

Koa 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
2025 Q1	–	Sell	-73,003	Closed	-$582K	–	52
2024 Q4	$582K	Sell	73,003 -87,706	-55%	-$889K	0.48%	38
2024 Q3	$1.81M	Buy	160,709 +3,289	+2%	+$42K	1.4%	25
2024 Q2	$1.89M	Buy	157,420 +105,943	+206%	+$1.56M	1.6%	20
2024 Q1	$855K	Buy	51,477 +14,722	+40%	+$252K	0.77%	35
2023 Q4	$663K	Buy	+36,755	New	+$483K	0.65%	32

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koa Wealth Management's STNE Position: Q1 2025 in Review

Koa Wealth Management sold out of StoneCo (STNE) in Q1 2025, closing a stake of 73,003 shares — an estimated $582K sold.

Koa Wealth Management first reported a position in STNE in Q4 2023 and held it in 5 quarters. The position peaked at $1.89M in Q2 2024. 253 funds tracked by Wall St. Rank hold STNE as of Q1 2025.

Koa Wealth Management reported no remaining StoneCo position as of Q1 2025 after selling out during the quarter.
Koa Wealth Management sold 73,003 StoneCo shares in Q1 2025, an estimated $582K.
Koa Wealth Management first reported a position in StoneCo in Q4 2023 and held it in 5 quarters.
Koa Wealth Management's StoneCo position peaked at $1.89M in Q2 2024.
253 funds tracked by Wall St. Rank held StoneCo as of Q1 2025.

Based on Koa Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.