Action Point Financial Planning’s Scholar Rock SRRK Stock Holding History

Action Point Financial Planning’s Portfolio SRRK Stock Details SRRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.04K	Buy	+20	New	+$966	﹤0.01%	2470

Other funds holding SRRK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Action Point Financial Planning's SRRK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Scholar Rock (SRRK) in Q2 2026: 20 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #2470 among its holdings.

304 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

Action Point Financial Planning held 20 shares of Scholar Rock worth $1.04K as of Q2 2026.
Scholar Rock was a new Action Point Financial Planning position in Q2 2026.
Scholar Rock made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2470 holding.
304 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.