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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
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 $1.9T AUM 41.92% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Clearstead Advisors's SRRK Position: Q1 2026 in Review

Clearstead Advisors increased its Scholar Rock (SRRK) stake by 186,143% in Q1 2026, buying an estimated $1.17M and bringing the position to 26,074 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #453.

Clearstead Advisors first reported a position in SRRK in Q4 2025 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold SRRK as of Q1 2026.

  • Clearstead Advisors held 26,074 shares of Scholar Rock worth $1.28M as of Q1 2026.
  • Clearstead Advisors bought 26,060 Scholar Rock shares in Q1 2026, an estimated $1.17M.
  • Scholar Rock made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #453 holding.
  • Clearstead Advisors first reported a position in Scholar Rock in Q4 2025 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Scholar Rock as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.