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EverSource Wealth Advisors’s Scholar Rock SRRK Stock Holding History

EverSource Wealth 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 		$46.7K Sell
849
-6
-0.7% -$290 ﹤0.01% 1817
2026
Q1 		$42K Sell
855
-17
-2% -$762 ﹤0.01% 2027
2025
Q4 		$38.4K Buy
872
+525
+151% +$19.7K ﹤0.01% 1934
2025
Q3 		$12.9K Sell
347
-25
-7% -$874 ﹤0.01% 2677
2025
Q2 		$13.2K Buy
372
+49
+15% +$1.54K ﹤0.01% 2615
2025
Q1 		$10.4K Sell
323
-8
-2% -$308 ﹤0.01% 2089
2024
Q4 		$14.3K Buy
331
+52
+19% +$1.69K ﹤0.01% 1815
2024
Q3 		$2.23K Hold
279
– – ﹤0.01% 2514
2024
Q2 		$2.53K Buy
279
+37
+15% +$452 ﹤0.01% 2472
2024
Q1 		$3.55K Buy
+242
New +$3.81K ﹤0.01% 2198

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

EverSource Wealth Advisors's SRRK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Scholar Rock (SRRK) stake by 0.7% in Q2 2026, selling an estimated $290 and leaving 849 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

EverSource Wealth Advisors first reported a position in SRRK in Q1 2024 and has held it in 10 quarters since. 305 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

  • EverSource Wealth Advisors held 849 shares of Scholar Rock worth $46.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 6 Scholar Rock shares in Q2 2026, an estimated $290.
  • Scholar Rock made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1817 holding.
  • EverSource Wealth Advisors first reported a position in Scholar Rock in Q1 2024 and has held it in 10 quarters since.
  • 305 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.