SWM
STNE icon

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

MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Spire Wealth Management's STNE Position: Q3 2025 in Review

Spire Wealth Management sold out of StoneCo (STNE) in Q3 2025, closing a stake of 180 shares — an estimated $2.89K sold.

Spire Wealth Management first reported a position in STNE in Q1 2021 and held it in 14 quarters. The position peaked at $28K in Q1 2021. 280 funds tracked by Wall St. Rank hold STNE as of Q3 2025.

  • Spire Wealth Management reported no remaining StoneCo position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 180 StoneCo shares in Q3 2025, an estimated $2.89K.
  • Spire Wealth Management first reported a position in StoneCo in Q1 2021 and held it in 14 quarters.
  • Spire Wealth Management's StoneCo position peaked at $28K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held StoneCo as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.