ALPS ADVISORS INC STOK — STOKE THERAPEUTICS INC

Ownership history in ALPS ADVISORS INC  ·  17 quarters on record

AI Ownership Summary

ALPS ADVISORS INC reported STOKE THERAPEUTICS INC (STOK) in 17 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows STOK at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STOK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALPS ADVISORS INC's position in STOKE THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

STOK was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STOK stock page ALPS ADVISORS INC fund profile ALPS ADVISORS INC full holdings
How ALPS ADVISORS INC held STOK — position size vs. price
% of Fund (quarterly)    STOK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 63,010 +16,512 +35.5% 0.01% $2.1M 2026-07-29 $29.48
2026 Q1 REDUCED 30.1% -0.5% ✅ 46,498 -20,004 -30.1% 0.01% $1.5M 2026-05-08 $32.89
2025 Q4 ADDED — — — 66,502 +21,838 +48.9% 0.01% $2.1M 2026-02-12 $31.89
2025 Q3 ADDED — — — 44,664 +15,234 +51.8% 0.01% $1.0M 2025-11-05 $22.82
2025 Q2 REDUCED 26.2% +117.9% ❌ 29,430 -10,460 -26.2% 0.00% $334K 2025-08-11 $13.16
2025 Q1 REDUCED 6.9% +70.7% ❌ 39,890 -2,940 -6.9% 0.00% $265K 2025-04-30 $9.76
2024 Q4 ADDED — — — 42,830 +10,183 +31.2% 0.00% $472K 2025-02-13 $10.63
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STOK

As of 2026 Q2 — sorted by position size

Generali Investments, Management Co LLC 0.24% PSP Research LLC 0.21% Yorktown Management & Research Co Inc 3Y 7Y 0.18% Erste Asset Management GmbH 0.11% Assenagon Asset Management S.A. 3Y 7Y 0.05% China Universal Asset Management Co., Ltd. 3Y 0.02% TEMA ETFS LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% Police & Firemen's Retirement System of New Jersey 0.0% Financial Life Planners 0.0%

FAQ About ALPS ADVISORS INC and STOK

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALPS ADVISORS INC reported owning STOK?

ALPS ADVISORS INC reported STOK across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported STOK position in ALPS ADVISORS INC's portfolio?

The largest reported portfolio weight for STOK was 0.01% in 2025 Q4.

What is the latest reported STOK position on this page?

The most recent filing on this page is 2026 Q2, when ALPS ADVISORS INC reported 63,010 shares, equal to 0.01% of portfolio, with an estimated market value of $2.1M.

What does the chart on this STOK ownership page compare?

The chart compares ALPS ADVISORS INC's quarterly STOK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALPS ADVISORS INC time their STOK position?

Based on 13F filing dates vs. subsequent STOK price moves, ALPS ADVISORS INC correctly timed 10 out of 16 reported position changes (62%). The annualised alpha on STOK relative to SPY over the holding period was -22.1%.

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