Rise Advisors’s Scholar Rock SRRK Stock Holding History

Rise 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
2025 Q4	–	Sell	-16	Closed	-$596	–	1246
2025 Q3	$596	Hold	16	–	–	﹤0.01%	1370
2025 Q2	$567	Buy	+16	New	+$502	﹤0.01%	1388

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

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rise Advisors's SRRK Position: Q4 2025 in Review

Rise Advisors sold out of Scholar Rock (SRRK) in Q4 2025, closing a stake of 16 shares — an estimated $596 sold.

Rise Advisors first reported a position in SRRK in Q2 2025 and held it in 2 quarters. The position peaked at $596 in Q3 2025. 274 funds tracked by Wall St. Rank hold SRRK as of Q4 2025.

Rise Advisors reported no remaining Scholar Rock position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 16 Scholar Rock shares in Q4 2025, an estimated $596.
Rise Advisors first reported a position in Scholar Rock in Q2 2025 and held it in 2 quarters.
Rise Advisors's Scholar Rock position peaked at $596 in Q3 2025.
274 funds tracked by Wall St. Rank held Scholar Rock as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.