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Concord Wealth Partners’s Scholar Rock SRRK Stock Holding History

Concord Wealth Partners’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 		– Sell
-5
Closed -$220 – 708
2025
Q4 		$220 Hold
5
– – ﹤0.01% 795
2025
Q3 		$186 Hold
5
– – ﹤0.01% 791
2025
Q2 		$177 Buy
+5
New +$157 ﹤0.01% 812

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

Concord Wealth Partners's SRRK Position: Q1 2026 in Review

Concord Wealth Partners sold out of Scholar Rock (SRRK) in Q1 2026, closing a stake of 5 shares — an estimated $220 sold.

Concord Wealth Partners first reported a position in SRRK in Q2 2025 and held it in 3 quarters. The position peaked at $220 in Q4 2025. 274 funds tracked by Wall St. Rank hold SRRK as of Q1 2026.

  • Concord Wealth Partners reported no remaining Scholar Rock position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 5 Scholar Rock shares in Q1 2026, an estimated $220.
  • Concord Wealth Partners first reported a position in Scholar Rock in Q2 2025 and held it in 3 quarters.
  • Concord Wealth Partners's Scholar Rock position peaked at $220 in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Scholar Rock as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.