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 Q2	$275	Buy	+5	New	+$242	﹤0.01%	836
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 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

Concord Wealth Partners's SRRK Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Scholar Rock (SRRK) in Q2 2026: 5 shares worth $275. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SRRK as recently as Q4 2025.

Concord Wealth Partners first reported a position in SRRK in Q2 2025 and has held it in 4 quarters since. 307 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

Concord Wealth Partners held 5 shares of Scholar Rock worth $275 as of Q2 2026.
Scholar Rock was a new Concord Wealth Partners position in Q2 2026.
Scholar Rock made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #836 holding.
Concord Wealth Partners first reported a position in Scholar Rock in Q2 2025 and has held it in 4 quarters since.
307 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.