True Wealth Design
STNE icon

True Wealth Design’s StoneCo STNE Stock Holding History

True Wealth Design’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
Q3 		$1.04K Sell
111
-210
-65% -$2.16K ﹤0.01% 1928
2026
Q2 		$3.48K Buy
321
+185
+136% +$2.19K ﹤0.01% 1478
2026
Q1 		$1.92K Hold
136
– – ﹤0.01% 1560
2025
Q4 		$2.01K Hold
136
– – ﹤0.01% 1450
2025
Q3 		$2.57K Hold
136
– – ﹤0.01% 1379
2025
Q2 		$2.18K Hold
136
– – ﹤0.01% 1147
2025
Q1 		$1.43K Buy
+136
New +$1.28K ﹤0.01% 1131

Other funds holding STNE

Polunin Capital Partners
Polunin Capital Partners London, United Kingdom $497M AUM 11.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
V-Square Quantitative Management
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's STNE Position: Q3 2026 in Review

True Wealth Design reduced its StoneCo (STNE) stake by 65% in Q3 2026, selling an estimated $2.16K and leaving 111 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

True Wealth Design first reported a position in STNE in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.48K in Q2 2026. 32 funds tracked by Wall St. Rank hold STNE as of Q3 2026.

  • True Wealth Design held 111 shares of StoneCo worth $1.04K as of Q3 2026.
  • True Wealth Design sold 210 StoneCo shares in Q3 2026, an estimated $2.16K.
  • StoneCo made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1928 holding.
  • True Wealth Design first reported a position in StoneCo in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's StoneCo position peaked at $3.48K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held StoneCo as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.