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Root Financial Partners’s Stoke Therapeutics STOK Stock Holding History

Root Financial Partners’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 		– Sell
-23
Closed -$749 – 2831
2026
Q1 		$749 Buy
23
+16
+229% +$525 ﹤0.01% 2719
2025
Q4 		$222 Buy
+7
New +$210 ﹤0.01% 2287

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
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 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

Root Financial Partners's STOK Position: Q2 2026 in Review

Root Financial Partners sold out of Stoke Therapeutics (STOK) in Q2 2026, closing a stake of 23 shares — an estimated $749 sold.

Root Financial Partners first reported a position in STOK in Q4 2025 and held it in 2 quarters. The position peaked at $749 in Q1 2026. 197 funds tracked by Wall St. Rank hold STOK as of Q2 2026.

  • Root Financial Partners reported no remaining Stoke Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 23 Stoke Therapeutics shares in Q2 2026, an estimated $749.
  • Root Financial Partners first reported a position in Stoke Therapeutics in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Stoke Therapeutics position peaked at $749 in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.