Erste Asset Management’s Stoke Therapeutics STOK Stock Holding History

Erste Asset Management’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	$13.9M	Sell	428,381 -17,619	-4%	-$565K	0.11%	179
2026 Q1	$14.2M	Buy	446,000 +50,000	+13%	+$1.64M	0.13%	161
2025 Q4	$12.6M	Hold	396,000	–	–	0.11%	174
2025 Q3	$9.79M	Hold	396,000	–	–	0.09%	190
2025 Q2	$4.51M	Hold	396,000	–	–	0.04%	289
2025 Q1	$2.67M	Buy	+396,000	New	+$3.69M	0.03%	277
2022 Q1	–	Sell	-9,200	Closed	-$209K	–	571
2021 Q4	$209K	Hold	9,200	–	–	﹤0.01%	490
2021 Q3	$235K	Hold	9,200	–	–	﹤0.01%	467
2021 Q2	$304K	Hold	9,200	–	–	0.01%	453
2021 Q1	$341K	Hold	9,200	–	–	0.01%	420
2020 Q4	$544K	Buy	+9,200	New	+$422K	0.02%	377

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 $3.37T AUM 44.26% 1-Year Est. Return

Erste Asset Management's STOK Position: Q2 2026 in Review

Erste Asset Management reduced its Stoke Therapeutics (STOK) stake by 4% in Q2 2026, selling an estimated $565K and leaving 428,381 shares worth $13.9M. The position accounts for 0.11% of the portfolio, ranked #179.

Erste Asset Management first reported a position in STOK in Q4 2020 and has held it in 11 quarters since. The position peaked at $14.2M in Q1 2026. 197 funds tracked by Wall St. Rank hold STOK as of Q2 2026.

Erste Asset Management held 428,381 shares of Stoke Therapeutics worth $13.9M as of Q2 2026.
Erste Asset Management sold 17,619 Stoke Therapeutics shares in Q2 2026, an estimated $565K.
Stoke Therapeutics made up 0.11% of Erste Asset Management's portfolio in Q2 2026, its #179 holding.
Erste Asset Management first reported a position in Stoke Therapeutics in Q4 2020 and has held it in 11 quarters since.
Erste Asset Management's Stoke Therapeutics position peaked at $14.2M in Q1 2026.
197 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.