Creative Planning
SRRK icon

Creative Planning’s Scholar Rock SRRK Stock Holding History

Creative 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 		$1.92M Buy
34,970
+5,778
+20% +$279K ﹤0.01% 2117
2026
Q1 		$1.44M Buy
29,192
+2,061
+8% +$92.4K ﹤0.01% 2169
2025
Q4 		$1.2M Buy
27,131
+3,127
+13% +$117K ﹤0.01% 2146
2025
Q3 		$894K Buy
24,004
+3,237
+16% +$113K ﹤0.01% 2207
2025
Q2 		$736K Buy
20,767
+1,045
+5% +$32.8K ﹤0.01% 2113
2025
Q1 		$634K Buy
19,722
+2,028
+11% +$78K ﹤0.01% 2078
2024
Q4 		$765K Buy
17,694
+3,283
+23% +$107K ﹤0.01% 1870
2024
Q3 		$115K Buy
+14,411
New +$127K ﹤0.01% 2987

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

Creative Planning's SRRK Position: Q2 2026 in Review

Creative Planning increased its Scholar Rock (SRRK) stake by 20% in Q2 2026, buying an estimated $279K and bringing the position to 34,970 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

Creative Planning first reported a position in SRRK in Q3 2024 and has held it in 8 quarters since. 305 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

  • Creative Planning held 34,970 shares of Scholar Rock worth $1.92M as of Q2 2026.
  • Creative Planning bought 5,778 Scholar Rock shares in Q2 2026, an estimated $279K.
  • Scholar Rock made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2117 holding.
  • Creative Planning first reported a position in Scholar Rock in Q3 2024 and has held it in 8 quarters since.
  • 305 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.