Carson Wealth (CWM LLC)
STOK icon

Carson Wealth (CWM LLC)’s Stoke Therapeutics STOK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STOK Stock Details STOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.2K Buy
619
+54
+10% +$1.77K ﹤0.01% 4412
2025
Q4 		$18K Buy
565
+17
+3% +$511 ﹤0.01% 4233
2025
Q3 		$13K Buy
548
+40
+8% +$685 ﹤0.01% 4367
2025
Q2 		$6K Buy
508
+463
+1,029% +$4.4K ﹤0.01% 4568
2025
Q1 		$0 Sell
45
-796
-95% -$7.42K ﹤0.01% 5197
2024
Q4 		$9K Sell
841
-143
-15% -$1.76K ﹤0.01% 3953
2024
Q3 		$12K Buy
984
+874
+795% +$12.4K ﹤0.01% 3698
2024
Q2 		$1K Buy
+110
New +$1.49K ﹤0.01% 4485
2022
Q4 		– Sell
-21
Closed – – 4244
2022
Q3 		$0 Hold
21
– – ﹤0.01% 4175
2022
Q2 		$0 Buy
+21
New +$319 ﹤0.01% 4086
2022
Q1 		– Sell
-55
Closed -$1K – 3858
2021
Q4 		$1K Buy
+55
New +$1.31K ﹤0.01% 3383

Other funds holding STOK

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STOK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Stoke Therapeutics (STOK) stake by 9.6% in Q1 2026, buying an estimated $1.77K and bringing the position to 619 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4412.

Carson Wealth (CWM LLC) first reported a position in STOK in Q4 2021 and has held it in 11 quarters since. 196 funds tracked by Wall St. Rank hold STOK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 619 shares of Stoke Therapeutics worth $20.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 54 Stoke Therapeutics shares in Q1 2026, an estimated $1.77K.
  • Stoke Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4412 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stoke Therapeutics in Q4 2021 and has held it in 11 quarters since.
  • 196 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.