Spire Wealth Management’s StoneCo STNE Stock Holding History

Spire Wealth Management’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
2025 Q3	–	Sell	-180	Closed	-$2.89K	–	2482
2025 Q2	$2.89K	Buy	180 +5	+3%	+$67	﹤0.01%	2095
2025 Q1	$1.83K	Hold	175	–	–	﹤0.01%	2288
2024 Q4	$1.4K	Hold	175	–	–	﹤0.01%	2315
2024 Q3	$1.97K	Sell	175 -170	-49%	-$2.17K	﹤0.01%	2007
2024 Q2	$4.14K	Buy	345 +70	+25%	+$1.03K	﹤0.01%	1876
2024 Q1	$4.57K	Buy	275 +245	+817%	+$4.2K	﹤0.01%	1949
2023 Q4	$511	Buy	+30	New	+$394	﹤0.01%	2357
2023 Q1	–	Sell	-116	Closed	-$1K	–	2592
2022 Q4	$1K	Buy	+116	New	+$1.22K	﹤0.01%	2253
2022 Q3	–	Sell	-380	Closed	-$3K	–	2566
2022 Q2	$3K	Hold	380	–	–	﹤0.01%	2300
2022 Q1	$4K	Sell	380 -450	-54%	-$5.88K	﹤0.01%	2296
2021 Q4	$14K	Buy	830 +450	+118%	+$11.4K	﹤0.01%	2254
2021 Q3	$13K	Hold	380	–	–	﹤0.01%	2017
2021 Q2	$25K	Sell	380 -76	-17%	-$4.93K	﹤0.01%	1784
2021 Q1	$28K	Buy	+456	New	+$35.6K	﹤0.01%	2007

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return