Physician Wealth Advisors’s StoneCo STNE Stock Holding History

Physician 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	$694	Buy	64 +47	+276%	+$557	﹤0.01%	1967
2026 Q1	$241	Sell	17 -27	-61%	-$415	﹤0.01%	2020
2025 Q4	$651	Buy	+44	New	+$736	﹤0.01%	1759
2025 Q3	–	Sell	-45	Closed	-$722	–	2044
2025 Q2	$722	Sell	45 -40	-47%	-$534	﹤0.01%	1591
2025 Q1	$891	Buy	+85	New	+$801	﹤0.01%	1170

Other funds holding STNE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Physician Wealth Advisors increased its StoneCo (STNE) stake by 276% in Q2 2026, buying an estimated $557 and bringing the position to 64 shares worth $694. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Physician Wealth Advisors first reported a position in STNE in Q1 2025 and has held it in 5 quarters since. The position peaked at $891 in Q1 2025. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

Physician Wealth Advisors held 64 shares of StoneCo worth $694 as of Q2 2026.
Physician Wealth Advisors bought 47 StoneCo shares in Q2 2026, an estimated $557.
StoneCo made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1967 holding.
Physician Wealth Advisors first reported a position in StoneCo in Q1 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's StoneCo position peaked at $891 in Q1 2025.
272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.