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MN Wealth Advisors’s Scholar Rock SRRK Stock Holding History

MN 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 		$442K Sell
8,030
-100
-1% -$4.83K 0.19% 83
2026
Q1 		$400K Sell
8,130
-25
-0.3% -$1.12K 0.19% 83
2025
Q4 		$359K Buy
8,155
+959
+13% +$36K 0.18% 80
2025
Q3 		$268K Buy
+7,196
New +$252K 0.14% 96

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

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

MN Wealth Advisors reduced its Scholar Rock (SRRK) stake by 1.2% in Q2 2026, selling an estimated $4.83K and leaving 8,030 shares worth $442K. The position accounts for 0.19% of the portfolio, ranked #83.

MN Wealth Advisors first reported a position in SRRK in Q3 2025 and has held it in 4 quarters since. 305 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

  • MN Wealth Advisors held 8,030 shares of Scholar Rock worth $442K as of Q2 2026.
  • MN Wealth Advisors sold 100 Scholar Rock shares in Q2 2026, an estimated $4.83K.
  • Scholar Rock made up 0.19% of MN Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • MN Wealth Advisors first reported a position in Scholar Rock in Q3 2025 and has held it in 4 quarters since.
  • 305 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.