Private Wealth Management Group’s StoneCo STNE Stock Holding History

Private Wealth Management Group’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	$532	Hold	49	–	–	﹤0.01%	1406
2026 Q1	$692	Hold	49	–	–	﹤0.01%	1319
2025 Q4	$725	Hold	49	–	–	﹤0.01%	1332
2025 Q3	$927	Hold	49	–	–	﹤0.01%	1302
2025 Q2	$786	Hold	49	–	–	﹤0.01%	1332
2025 Q1	$514	Hold	49	–	–	﹤0.01%	1403
2024 Q4	$391	Sell	49 -291	-86%	-$2.95K	﹤0.01%	1466
2024 Q3	$3.83K	Hold	340	–	–	﹤0.01%	831
2024 Q2	$4.08K	Hold	340	–	–	﹤0.01%	782
2024 Q1	$5.65K	Hold	340	–	–	﹤0.01%	588
2023 Q4	$6.13K	Buy	+340	New	+$4.47K	﹤0.01%	561

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

Private Wealth Management Group's STNE Position: Q2 2026 in Review

Private Wealth Management Group held its StoneCo (STNE) position steady in Q2 2026 at 49 shares worth $532. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Private Wealth Management Group first reported a position in STNE in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.13K in Q4 2023. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

Private Wealth Management Group held 49 shares of StoneCo worth $532 as of Q2 2026.
Private Wealth Management Group left its StoneCo share count unchanged in Q2 2026.
StoneCo made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1406 holding.
Private Wealth Management Group first reported a position in StoneCo in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's StoneCo position peaked at $6.13K in Q4 2023.
272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.