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Wealth Preservation Advisors’s StoneCo STNE Stock Holding History

Wealth Preservation Advisors’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
-26
Closed -$367 – 837
2026
Q1 		$367 Buy
+26
New +$400 ﹤0.01% 818

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

Wealth Preservation Advisors's STNE Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of StoneCo (STNE) in Q2 2026, closing a stake of 26 shares — an estimated $367 sold.

Wealth Preservation Advisors first reported a position in STNE in Q1 2026 and held it in 1 quarter. The position peaked at $367 in Q1 2026. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining StoneCo position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 26 StoneCo shares in Q2 2026, an estimated $367.
  • Wealth Preservation Advisors first reported a position in StoneCo in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's StoneCo position peaked at $367 in Q1 2026.
  • 272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.