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Strategic Wealth Partners’s StoneCo STNE Stock Holding History

Strategic Wealth Partners’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
Q1 		$7.1K Hold
503
– – ﹤0.01% 969
2025
Q4 		$7.44K Hold
503
– – ﹤0.01% 961
2025
Q3 		$9.51K Buy
+503
New +$8K ﹤0.01% 907

Other funds holding STNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
BGBI
BRC-Global BAH Investments Nassau $107M AUM
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Wealth Partners's STNE Position: Q1 2026 in Review

Strategic Wealth Partners held its StoneCo (STNE) position steady in Q1 2026 at 503 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Strategic Wealth Partners first reported a position in STNE in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.51K in Q3 2025. 275 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

  • Strategic Wealth Partners held 503 shares of StoneCo worth $7.1K as of Q1 2026.
  • Strategic Wealth Partners left its StoneCo share count unchanged in Q1 2026.
  • StoneCo made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #969 holding.
  • Strategic Wealth Partners first reported a position in StoneCo in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's StoneCo position peaked at $9.51K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.