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Mount Yale Investment Advisors’s Scholar Rock SRRK Stock Holding History

Mount Yale Investment 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
Q1 		$233K Buy
+4,739
New +$212K 0.01% 998
2025
Q3 		– Sell
-2,665
Closed -$94.4K – 1483
2025
Q2 		$94.4K Buy
+2,665
New +$83.7K 0.01% 669

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

Mount Yale Investment Advisors's SRRK Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Scholar Rock (SRRK) in Q1 2026: 4,739 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #998 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SRRK as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SRRK in Q2 2025 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold SRRK as of Q1 2026.

  • Mount Yale Investment Advisors held 4,739 shares of Scholar Rock worth $233K as of Q1 2026.
  • Scholar Rock was a new Mount Yale Investment Advisors position in Q1 2026.
  • Scholar Rock made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #998 holding.
  • Mount Yale Investment Advisors first reported a position in Scholar Rock in Q2 2025 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Scholar Rock as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.