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Montag & Associates’s Stoke Therapeutics STOK Stock Holding History

Montag & Associates’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 		– Sell
-440
Closed -$14K – 982
2025
Q4 		$14K Hold
440
– – ﹤0.01% 731
2025
Q3 		$10.3K Hold
440
– – ﹤0.01% 762
2025
Q2 		$4.99K Hold
440
– – ﹤0.01% 801
2025
Q1 		$2.93K Buy
+440
New +$4.1K ﹤0.01% 872

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

Montag & Associates's STOK Position: Q1 2026 in Review

Montag & Associates sold out of Stoke Therapeutics (STOK) in Q1 2026, closing a stake of 440 shares — an estimated $14K sold.

Montag & Associates first reported a position in STOK in Q1 2025 and held it in 4 quarters. The position peaked at $14K in Q4 2025. 196 funds tracked by Wall St. Rank hold STOK as of Q1 2026.

  • Montag & Associates reported no remaining Stoke Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 440 Stoke Therapeutics shares in Q1 2026, an estimated $14K.
  • Montag & Associates first reported a position in Stoke Therapeutics in Q1 2025 and held it in 4 quarters.
  • Montag & Associates's Stoke Therapeutics position peaked at $14K in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.