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Schwartz Investment Counsel’s StoneCo STNE Stock Holding History

Schwartz Investment Counsel’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 		– Sell
-256,400
Closed -$3.62M – 141
2026
Q1 		$3.62M Hold
256,400
– – 0.13% 84
2025
Q4 		$3.79M Hold
256,400
– – 0.13% 90
2025
Q3 		$4.85M Sell
256,400
-19,800
-7% -$315K 0.16% 81
2025
Q2 		$4.43M Hold
276,200
– – 0.15% 80
2025
Q1 		$2.89M Hold
276,200
– – 0.1% 85
2024
Q4 		$2.2M Hold
276,200
– – 0.08% 86
2024
Q3 		$3.11M Hold
276,200
– – 0.11% 83
2024
Q2 		$3.31M Buy
276,200
+8,500
+3% +$125K 0.12% 85
2024
Q1 		$4.45M Hold
267,700
– – 0.16% 82
2023
Q4 		$4.83M Sell
267,700
-2,300
-0.9% -$30.2K 0.19% 76
2023
Q3 		$2.88M Buy
270,000
+26,000
+11% +$320K 0.12% 84
2023
Q2 		$3.11M Sell
244,000
-5,000
-2% -$62.4K 0.13% 84
2023
Q1 		$2.38M Buy
249,000
+174,400
+234% +$1.67M 0.1% 88
2022
Q4 		$704K Sell
74,600
-5,000
-6% -$52.4K 0.03% 110
2022
Q3 		$759K Buy
79,600
+39,100
+97% +$374K 0.04% 102
2022
Q2 		$312K Buy
40,500
+17,000
+72% +$163K 0.02% 122
2022
Q1 		$275K Hold
23,500
– – 0.01% 129
2021
Q4 		$396K Buy
23,500
+2,300
+11% +$58.3K 0.02% 121
2021
Q3 		$736K Buy
+21,200
New +$1.1M 0.03% 105

Other funds holding STNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SI
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

Schwartz Investment Counsel's STNE Position: Q2 2026 in Review

Schwartz Investment Counsel sold out of StoneCo (STNE) in Q2 2026, closing a stake of 256,400 shares — an estimated $3.62M sold.

Schwartz Investment Counsel first reported a position in STNE in Q3 2021 and held it in 19 quarters. The position peaked at $4.85M in Q3 2025. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • Schwartz Investment Counsel reported no remaining StoneCo position as of Q2 2026 after selling out during the quarter.
  • Schwartz Investment Counsel sold 256,400 StoneCo shares in Q2 2026, an estimated $3.62M.
  • Schwartz Investment Counsel first reported a position in StoneCo in Q3 2021 and held it in 19 quarters.
  • Schwartz Investment Counsel's StoneCo position peaked at $4.85M in Q3 2025.
  • 272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.