RTW Investments’s Stoke Therapeutics STOK Stock Holding History

RTW Investments’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	$183M	Buy	5,623,525 +76,669	+1%	+$2.51M	1.82%	17
2025 Q4	$176M	Buy	5,546,856 +423,331	+8%	+$12.7M	1.76%	16
2025 Q3	$120M	Hold	5,123,525	–	–	1.48%	20
2025 Q2	$58.2M	Hold	5,123,525	–	–	0.83%	32
2025 Q1	$34.1M	Hold	5,123,525	–	–	0.52%	36
2024 Q4	$56.5M	Buy	5,123,525 +471,240	+10%	+$5.79M	0.85%	33
2024 Q3	$57.2M	Buy	4,652,285 +427,447	+10%	+$6.05M	0.83%	31
2024 Q2	$57.1M	Hold	4,224,838	–	–	0.88%	33
2024 Q1	$57M	Buy	4,224,838 +93,793	+2%	+$568K	0.84%	36
2023 Q4	$21.7M	Sell	4,131,045 -259,513	-6%	-$1.11M	0.34%	42
2023 Q3	$17.3M	Hold	4,390,558	–	–	0.37%	40
2023 Q2	$46.7M	Hold	4,390,558	–	–	0.89%	27
2023 Q1	$36.6M	Buy	4,390,558 +519,577	+13%	+$4.69M	0.76%	29
2022 Q4	$35.7M	Buy	3,870,981 +219,158	+6%	+$2.28M	0.73%	33
2022 Q3	$46.9M	Hold	3,651,823	–	–	1.08%	29
2022 Q2	$48.2M	Buy	3,651,823 +7,575	+0.2%	+$115K	1.25%	28
2022 Q1	$76.7M	Hold	3,644,248	–	–	1.59%	26
2021 Q4	$87.4M	Hold	3,644,248	–	–	1.28%	27
2021 Q3	$92.7M	Hold	3,644,248	–	–	1.4%	25
2021 Q2	$123M	Hold	3,644,248	–	–	1.85%	18
2021 Q1	$142M	Buy	3,644,248 +100,000	+3%	+$5.69M	2.21%	12
2020 Q4	$219M	Hold	3,544,248	–	–	3.68%	5
2020 Q3	$119M	Hold	3,544,248	–	–	2.86%	10
2020 Q2	$84.5M	Hold	3,544,248	–	–	2.38%	12
2020 Q1	$81.2M	Hold	3,544,248	–	–	3.49%	6
2019 Q4	$100M	Buy	3,544,248 +188,782	+6%	+$4.75M	3.79%	7
2019 Q3	$69.4M	Hold	3,355,466	–	–	4.13%	6
2019 Q2	$92.6M	Buy	+3,355,466	New	+$90.1M	4.94%	5

Other funds holding STOK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

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, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RTW Investments's STOK Position: Q1 2026 in Review

RTW Investments increased its Stoke Therapeutics (STOK) stake by 1.4% in Q1 2026, buying an estimated $2.51M and bringing the position to 5,623,525 shares worth $183M. The position accounts for 1.82% of the portfolio, ranked #17.

RTW Investments first reported a position in STOK in Q2 2019 and has held it in 28 quarters since. The position peaked at $219M in Q4 2020. 196 funds tracked by Wall St. Rank hold STOK as of Q1 2026.

RTW Investments held 5,623,525 shares of Stoke Therapeutics worth $183M as of Q1 2026.
RTW Investments bought 76,669 Stoke Therapeutics shares in Q1 2026, an estimated $2.51M.
Stoke Therapeutics made up 1.82% of RTW Investments's portfolio in Q1 2026, its #17 holding.
RTW Investments first reported a position in Stoke Therapeutics in Q2 2019 and has held it in 28 quarters since.
RTW Investments's Stoke Therapeutics position peaked at $219M in Q4 2020.
196 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q1 2026.

Based on RTW Investments's 13F filing for Q1 2026, filed 15 May 2026.