RG
STOK icon

Redmile Group’s Stoke Therapeutics STOK Stock Holding History

Redmile Group’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 		$129M Sell
3,945,920
-218,200
-5% -$7M 8.67% 3
2026
Q1 		$136M Buy
4,164,120
+130,050
+3% +$4.27M 8.98% 3
2025
Q4 		$128M Sell
4,034,070
-141,472
-3% -$4.25M 9.43% 4
2025
Q3 		$98.1M Sell
4,175,542
-200,389
-5% -$3.43M 9.55% 3
2025
Q2 		$49.7M Sell
4,375,931
-110,050
-2% -$1.04M 5.29% 4
2025
Q1 		$29.8M Sell
4,485,981
-107,648
-2% -$1M 2.82% 12
2024
Q4 		$50.7M Sell
4,593,629
-119,880
-3% -$1.47M 3.53% 8
2024
Q3 		$57.9M Sell
4,713,509
-7,545
-0.2% -$107K 3.41% 7
2024
Q2 		$63.8M Sell
4,721,054
-351,995
-7% -$4.75M 3.86% 4
2024
Q1 		$68.5M Buy
5,073,049
+2,447,543
+93% +$14.8M 2.51% 10
2023
Q4 		$13.8M Sell
2,625,506
-1,247,190
-32% -$5.33M 0.49% 46
2023
Q3 		$15.3M Sell
3,872,696
-82,492
-2% -$542K 0.73% 33
2023
Q2 		$42M Sell
3,955,188
-190,208
-5% -$2.02M 1.61% 20
2023
Q1 		$34.5M Buy
4,145,396
+3,502,966
+545% +$31.6M 1.5% 23
2022
Q4 		$5.93M Sell
642,430
-193,400
-23% -$2.01M 0.24% 51
2022
Q3 		$10.7M Sell
835,830
-1,157,438
-58% -$18.4M 0.42% 50
2022
Q2 		$26.3M Sell
1,993,268
-31,100
-2% -$472K 1.01% 28
2022
Q1 		$42.6M Sell
2,024,368
-222,300
-10% -$4.45M 1.33% 20
2021
Q4 		$53.9M Sell
2,246,668
-135,290
-6% -$3.23M 1.23% 24
2021
Q3 		$60.6M Sell
2,381,958
-76,600
-3% -$2.14M 1.06% 32
2021
Q2 		$82.8M Sell
2,458,558
-85,504
-3% -$3.02M 1.22% 28
2021
Q1 		$98.8M Sell
2,544,062
-142,172
-5% -$8.09M 1.39% 23
2020
Q4 		$166M Buy
2,686,234
+136,728
+5% +$6.27M 2.01% 14
2020
Q3 		$85.4M Buy
2,549,506
+47,200
+2% +$1.35M 1.57% 20
2020
Q2 		$59.6M Buy
2,502,306
+336,368
+16% +$7.99M 1.1% 27
2020
Q1 		$49.6M Buy
2,165,938
+1,145,160
+112% +$28.3M 1.39% 24
2019
Q4 		$28.9M Buy
1,020,778
+3,300
+0.3% +$83K 0.69% 39
2019
Q3 		$21.9M Sell
1,017,478
-4,330
-0.4% -$121K 0.73% 42
2019
Q2 		$29.8M Buy
+1,021,808
New +$27.4M 0.84% 38

Other funds holding STOK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Fidelity Investments
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
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 Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Redmile Group's STOK Position: Q2 2026 in Review

Redmile Group reduced its Stoke Therapeutics (STOK) stake by 5.2% in Q2 2026, selling an estimated $7M and leaving 3,945,920 shares worth $129M. The position accounts for 8.67% of the portfolio, ranked #3.

Redmile Group first reported a position in STOK in Q2 2019 and has held it in 29 quarters since. The position peaked at $166M in Q4 2020. 197 funds tracked by Wall St. Rank hold STOK as of Q2 2026.

  • Redmile Group held 3,945,920 shares of Stoke Therapeutics worth $129M as of Q2 2026.
  • Redmile Group sold 218,200 Stoke Therapeutics shares in Q2 2026, an estimated $7M.
  • Stoke Therapeutics made up 8.67% of Redmile Group's portfolio in Q2 2026, its #3 holding.
  • Redmile Group first reported a position in Stoke Therapeutics in Q2 2019 and has held it in 29 quarters since.
  • Redmile Group's Stoke Therapeutics position peaked at $166M in Q4 2020.
  • 197 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q2 2026.

Based on Redmile Group's 13F filing for Q2 2026, filed 14 Aug 2026.