Zacks Investment Management’s StoneCo STNE Stock Holding History

Zacks Investment 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
2026 Q1	–	Sell	-124,027	Closed	-$1.83M	–	806
2025 Q4	$1.83M	Buy	124,027 +8,909	+8%	+$149K	0.01%	357
2025 Q3	$2.18M	Buy	115,118 +12,683	+12%	+$202K	0.02%	314
2025 Q2	$1.64M	Buy	+102,435	New	+$1.37M	0.01%	345
2025 Q1	–	Sell	-127,068	Closed	-$1.01M	–	752
2024 Q4	$1.01M	Buy	127,068 +30,825	+32%	+$313K	0.01%	419
2024 Q3	$1.08M	Buy	96,243 +7,938	+9%	+$101K	0.01%	400
2024 Q2	$1.06M	Buy	88,305 +5,212	+6%	+$76.9K	0.01%	363
2024 Q1	$1.38M	Buy	83,093 +13,429	+19%	+$230K	0.01%	365
2023 Q4	$1.26M	Sell	69,664 -7,887	-10%	-$104K	0.02%	354
2023 Q3	$827K	Buy	+77,551	New	+$954K	0.01%	396

Other funds holding STNE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

BGBI

BRC-Global BAH Investments Nassau $107M AUM

Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zacks Investment Management's STNE Position: Q1 2026 in Review

Zacks Investment Management sold out of StoneCo (STNE) in Q1 2026, closing a stake of 124,027 shares — an estimated $1.83M sold.

Zacks Investment Management first reported a position in STNE in Q3 2023 and held it in 9 quarters. The position peaked at $2.18M in Q3 2025. 277 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

Zacks Investment Management reported no remaining StoneCo position as of Q1 2026 after selling out during the quarter.
Zacks Investment Management sold 124,027 StoneCo shares in Q1 2026, an estimated $1.83M.
Zacks Investment Management first reported a position in StoneCo in Q3 2023 and held it in 9 quarters.
Zacks Investment Management's StoneCo position peaked at $2.18M in Q3 2025.
277 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.