Root Financial Partners
STOK icon

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
Q3 		$182 Buy
+7
New +$211 ﹤0.01% 3532
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Root Financial Partners's STOK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Stoke Therapeutics (STOK) in Q3 2026: 7 shares worth $182. The stake represents ﹤0.01% of the portfolio and ranks #3532 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in STOK as recently as Q1 2026.

Root Financial Partners first reported a position in STOK in Q4 2025 and has held it in 3 quarters since. The position peaked at $749 in Q1 2026. 74 funds tracked by Wall St. Rank hold STOK as of Q3 2026.

  • Root Financial Partners held 7 shares of Stoke Therapeutics worth $182 as of Q3 2026.
  • Stoke Therapeutics was a new Root Financial Partners position in Q3 2026.
  • Stoke Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3532 holding.
  • Root Financial Partners first reported a position in Stoke Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Stoke Therapeutics position peaked at $749 in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.