Julian Baker’s Stoke Therapeutics STOK Stock Holding History

Julian Baker’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	$109M	Hold	3,336,697	–	–	0.55%	25
2026 Q1	$109M	Hold	3,336,697	–	–	0.62%	22
2025 Q4	$106M	Sell	3,336,697 -1,297,141	-28%	-$39M	0.62%	25
2025 Q3	$109M	Hold	4,633,838	–	–	0.79%	16
2025 Q2	$52.6M	Hold	4,633,838	–	–	0.51%	23
2025 Q1	$30.8M	Hold	4,633,838	–	–	0.34%	29
2024 Q4	$51.1M	Buy	4,633,838 +265,395	+6%	+$3.26M	0.55%	25
2024 Q3	$53.7M	Hold	4,368,443	–	–	0.56%	24
2024 Q2	$59M	Buy	4,368,443 +1,000,000	+30%	+$13.5M	0.75%	21
2024 Q1	$45.5M	Buy	3,368,443 +1,338,309	+66%	+$8.11M	0.57%	29
2023 Q4	$10.7M	Buy	2,030,134 +544,219	+37%	+$2.33M	0.12%	45
2023 Q3	$5.85M	Sell	1,485,915 -644,323	-30%	-$4.24M	0.03%	65
2023 Q2	$22.6M	Buy	2,130,238 +14,822	+0.7%	+$158K	0.13%	40
2023 Q1	$17.6M	Buy	2,115,416 +1,006,503	+91%	+$9.08M	0.1%	40
2022 Q4	$10.2M	Buy	1,108,913 +739,586	+200%	+$7.69M	0.06%	57
2022 Q3	$4.74M	Buy	+369,327	New	+$5.89M	0.03%	83

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Julian Baker's STOK Position: Q2 2026 in Review

Julian Baker held its Stoke Therapeutics (STOK) position steady in Q2 2026 at 3,336,697 shares worth $109M. The position accounts for 0.55% of the portfolio, ranked #25.

Julian Baker first reported a position in STOK in Q3 2022 and has held it in 16 quarters since. 196 funds tracked by Wall St. Rank hold STOK as of Q2 2026.

Julian Baker held 3,336,697 shares of Stoke Therapeutics worth $109M as of Q2 2026.
Julian Baker left its Stoke Therapeutics share count unchanged in Q2 2026.
Stoke Therapeutics made up 0.55% of Julian Baker's portfolio in Q2 2026, its #25 holding.
Julian Baker first reported a position in Stoke Therapeutics in Q3 2022 and has held it in 16 quarters since.
196 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q2 2026.

Based on Baker Bros. Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.