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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
Q1 		$749 Buy
23
+16
+229% +$525 ﹤0.01% 2719
2025
Q4 		$222 Buy
+7
New +$210 ﹤0.01% 2287

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

Root Financial Partners's STOK Position: Q1 2026 in Review

Root Financial Partners increased its Stoke Therapeutics (STOK) stake by 229% in Q1 2026, buying an estimated $525 and bringing the position to 23 shares worth $749. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Root Financial Partners first reported a position in STOK in Q4 2025 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold STOK as of Q1 2026.

  • Root Financial Partners held 23 shares of Stoke Therapeutics worth $749 as of Q1 2026.
  • Root Financial Partners bought 16 Stoke Therapeutics shares in Q1 2026, an estimated $525.
  • Stoke Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2719 holding.
  • Root Financial Partners first reported a position in Stoke Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.