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 Q2	$1.45M	Sell	44,368 -3,740	-8%	-$120K	﹤0.01%	2343
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

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

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

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

LCM

Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Creative Planning's STOK Position: Q2 2026 in Review

Creative Planning reduced its Stoke Therapeutics (STOK) stake by 7.8% in Q2 2026, selling an estimated $120K and leaving 44,368 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Creative Planning first reported a position in STOK in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.57M in Q1 2026. 197 funds tracked by Wall St. Rank hold STOK as of Q2 2026.

Creative Planning held 44,368 shares of Stoke Therapeutics worth $1.45M as of Q2 2026.
Creative Planning sold 3,740 Stoke Therapeutics shares in Q2 2026, an estimated $120K.
Stoke Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2343 holding.
Creative Planning first reported a position in Stoke Therapeutics in Q1 2025 and has held it in 6 quarters since.
Creative Planning's Stoke Therapeutics position peaked at $1.57M in Q1 2026.
197 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.