LPL Financial
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LPL Financial’s Stoke Therapeutics STOK Stock Holding History

LPL Financial’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 		$1.17M Buy
36,047
+28,667
+388% +$940K ﹤0.01% 4040
2025
Q4 		$234K Buy
+7,380
New +$222K ﹤0.01% 5345
2025
Q3 		– Sell
-12,604
Closed -$143K – 5984
2025
Q2 		$143K Buy
+12,604
New +$120K ﹤0.01% 5183

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

LPL Financial's STOK Position: Q1 2026 in Review

LPL Financial increased its Stoke Therapeutics (STOK) stake by 388% in Q1 2026, buying an estimated $940K and bringing the position to 36,047 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #4040.

LPL Financial first reported a position in STOK in Q2 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold STOK as of Q1 2026.

  • LPL Financial held 36,047 shares of Stoke Therapeutics worth $1.17M as of Q1 2026.
  • LPL Financial bought 28,667 Stoke Therapeutics shares in Q1 2026, an estimated $940K.
  • Stoke Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4040 holding.
  • LPL Financial first reported a position in Stoke Therapeutics in Q2 2025 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.