CWP
STOK icon

Concord Wealth Partners’s Stoke Therapeutics STOK Stock Holding History

Concord Wealth Partners’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
2025
Q4 		– Sell
-500
Closed -$11.8K – 888
2025
Q3 		$11.8K Hold
500
– – ﹤0.01% 517
2025
Q2 		$5.67K Buy
+500
New +$4.75K ﹤0.01% 613

Other funds holding STOK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concord Wealth Partners's STOK Position: Q4 2025 in Review

Concord Wealth Partners sold out of Stoke Therapeutics (STOK) in Q4 2025, closing a stake of 500 shares — an estimated $11.8K sold.

Concord Wealth Partners first reported a position in STOK in Q2 2025 and held it in 2 quarters. The position peaked at $11.8K in Q3 2025. 183 funds tracked by Wall St. Rank hold STOK as of Q4 2025.

  • Concord Wealth Partners reported no remaining Stoke Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 500 Stoke Therapeutics shares in Q4 2025, an estimated $11.8K.
  • Concord Wealth Partners first reported a position in Stoke Therapeutics in Q2 2025 and held it in 2 quarters.
  • Concord Wealth Partners's Stoke Therapeutics position peaked at $11.8K in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.