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Spire Wealth Management’s Scholar Rock SRRK Stock Holding History

Spire Wealth Management’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 		$347K Hold
6,303
– – 0.01% 635
2026
Q1 		$310K Sell
6,303
-3,152
-33% -$141K 0.01% 666
2025
Q4 		$416K Hold
9,455
– – 0.01% 583
2025
Q3 		$352K Hold
9,455
– – 0.01% 624
2025
Q2 		$335K Hold
9,455
– – 0.01% 609
2025
Q1 		$304K Hold
9,455
– – 0.01% 708
2024
Q4 		$409K Hold
9,455
– – 0.01% 615
2024
Q3 		$75.7K Hold
9,455
– – ﹤0.01% 1001
2024
Q2 		$78.8K Hold
9,455
– – ﹤0.01% 969
2024
Q1 		$168K Hold
9,455
– – ﹤0.01% 823
2023
Q4 		$142K Buy
+9,455
New +$118K ﹤0.01% 884

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

Spire Wealth Management's SRRK Position: Q2 2026 in Review

Spire Wealth Management held its Scholar Rock (SRRK) position steady in Q2 2026 at 6,303 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #635.

Spire Wealth Management first reported a position in SRRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $416K in Q4 2025. 305 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

  • Spire Wealth Management held 6,303 shares of Scholar Rock worth $347K as of Q2 2026.
  • Spire Wealth Management left its Scholar Rock share count unchanged in Q2 2026.
  • Scholar Rock made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #635 holding.
  • Spire Wealth Management first reported a position in Scholar Rock in Q4 2023 and has held it in 11 quarters since.
  • Spire Wealth Management's Scholar Rock position peaked at $416K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.