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Clearstead Advisors’s Scholar Rock SRRK Stock Holding History

Clearstead Advisors’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 		$718K Sell
13,058
-13,016
-50% -$629K 0.01% 639
2026
Q1 		$1.28M Buy
26,074
+26,060
+186,143% +$1.17M 0.01% 453
2025
Q4 		$617 Buy
+14
New +$525 ﹤0.01% 2289

Other funds holding SRRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Clearstead Advisors's SRRK Position: Q2 2026 in Review

Clearstead Advisors reduced its Scholar Rock (SRRK) stake by 50% in Q2 2026, selling an estimated $629K and leaving 13,058 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #639.

Clearstead Advisors first reported a position in SRRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q1 2026. 307 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

  • Clearstead Advisors held 13,058 shares of Scholar Rock worth $718K as of Q2 2026.
  • Clearstead Advisors sold 13,016 Scholar Rock shares in Q2 2026, an estimated $629K.
  • Scholar Rock made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #639 holding.
  • Clearstead Advisors first reported a position in Scholar Rock in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Scholar Rock position peaked at $1.28M in Q1 2026.
  • 307 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.