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 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

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

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, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Erste Asset Management's STOK Position: Q1 2026 in Review

Erste Asset Management increased its Stoke Therapeutics (STOK) stake by 13% in Q1 2026, buying an estimated $1.64M and bringing the position to 446,000 shares worth $14.2M. The position accounts for 0.13% of the portfolio, ranked #161.

Erste Asset Management first reported a position in STOK in Q4 2020 and has held it in 10 quarters since. 196 funds tracked by Wall St. Rank hold STOK as of Q1 2026.

Erste Asset Management held 446,000 shares of Stoke Therapeutics worth $14.2M as of Q1 2026.
Erste Asset Management bought 50,000 Stoke Therapeutics shares in Q1 2026, an estimated $1.64M.
Stoke Therapeutics made up 0.13% of Erste Asset Management's portfolio in Q1 2026, its #161 holding.
Erste Asset Management first reported a position in Stoke Therapeutics in Q4 2020 and has held it in 10 quarters since.
196 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q1 2026.

Based on Erste Asset Management's 13F filing for Q1 2026, filed 11 May 2026.