Pinnacle Wealth Planning Services’s StoneCo STNE Stock Holding History

Pinnacle Wealth Planning 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 Q2	$22.2K	Sell	2,046 -4,114	-67%	-$48.8K	﹤0.01%	1730
2026 Q1	$87K	Buy	6,160 +626	+11%	+$9.62K	0.01%	870
2025 Q4	$81.8K	Buy	+5,534	New	+$92.5K	0.01%	893
2024 Q4	–	Sell	-14,512	Closed	-$163K	–	542
2024 Q3	$163K	Buy	14,512 +156	+1%	+$1.99K	0.02%	479
2024 Q2	$172K	Buy	14,356 +416	+3%	+$6.13K	0.02%	437
2024 Q1	$232K	Sell	13,940 -108	-0.8%	-$1.85K	0.03%	376
2023 Q4	$253K	Buy	+14,048	New	+$185K	0.04%	320
2021 Q1	–	Sell	-11	Closed	-$1K	–	1734
2020 Q4	$1K	Buy	+11	New	+$737	﹤0.01%	2180

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

Pinnacle Wealth Planning Services's STNE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its StoneCo (STNE) stake by 67% in Q2 2026, selling an estimated $48.8K and leaving 2,046 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Pinnacle Wealth Planning Services first reported a position in STNE in Q4 2020 and has held it in 8 quarters since. The position peaked at $253K in Q4 2023. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

Pinnacle Wealth Planning Services held 2,046 shares of StoneCo worth $22.2K as of Q2 2026.
Pinnacle Wealth Planning Services sold 4,114 StoneCo shares in Q2 2026, an estimated $48.8K.
StoneCo made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1730 holding.
Pinnacle Wealth Planning Services first reported a position in StoneCo in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's StoneCo position peaked at $253K in Q4 2023.
272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.