Creative Planning
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Creative Planning’s Stoke Therapeutics STOK Stock Holding History

Creative Planning’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 		$1.57M Buy
48,108
+6,396
+15% +$210K ﹤0.01% 2094
2025
Q4 		$1.32M Sell
41,712
-1,592
-4% -$47.9K ﹤0.01% 2061
2025
Q3 		$1.02M Sell
43,304
-911
-2% -$15.6K ﹤0.01% 2100
2025
Q2 		$502K Buy
44,215
+31,617
+251% +$300K ﹤0.01% 2473
2025
Q1 		$83.8K Buy
+12,598
New +$117K ﹤0.01% 3277

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

Creative Planning's STOK Position: Q1 2026 in Review

Creative Planning increased its Stoke Therapeutics (STOK) stake by 15% in Q1 2026, buying an estimated $210K and bringing the position to 48,108 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Creative Planning first reported a position in STOK in Q1 2025 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold STOK as of Q1 2026.

  • Creative Planning held 48,108 shares of Stoke Therapeutics worth $1.57M as of Q1 2026.
  • Creative Planning bought 6,396 Stoke Therapeutics shares in Q1 2026, an estimated $210K.
  • Stoke Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2094 holding.
  • Creative Planning first reported a position in Stoke Therapeutics in Q1 2025 and has held it in 5 quarters since.
  • 196 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.