OAS
STNE icon

Optivise Advisory Services’s StoneCo STNE Stock Holding History

Optivise Advisory Services’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
-11,634
Closed -$172K – 213
2025
Q4 		$172K Buy
+11,634
New +$195K 0.1% 196

Other funds holding STNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
BGBI
BRC-Global BAH Investments Nassau $107M AUM
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optivise Advisory Services's STNE Position: Q1 2026 in Review

Optivise Advisory Services sold out of StoneCo (STNE) in Q1 2026, closing a stake of 11,634 shares — an estimated $172K sold.

Optivise Advisory Services first reported a position in STNE in Q4 2025 and held it in 1 quarter. The position peaked at $172K in Q4 2025. 276 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

  • Optivise Advisory Services reported no remaining StoneCo position as of Q1 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 11,634 StoneCo shares in Q1 2026, an estimated $172K.
  • Optivise Advisory Services first reported a position in StoneCo in Q4 2025 and held it in 1 quarter.
  • Optivise Advisory Services's StoneCo position peaked at $172K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.