StoneCrest Wealth Management’s Scholar Rock SRRK Stock Holding History

StoneCrest 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 Q3	$4M	Buy	85,494 +6,714	+9%	+$353K	1.29%	31
2026 Q2	$4.33M	Buy	78,780 +7,866	+11%	+$380K	1.38%	29
2026 Q1	$3.49M	Buy	70,914 +11,911	+20%	+$534K	1.47%	27
2025 Q4	$2.49M	Buy	59,003 +11,671	+25%	+$438K	1.01%	32
2025 Q3	$1.76M	Buy	+47,332	New	+$1.66M	0.77%	35

Other funds holding SRRK

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

StoneCrest Wealth Management's SRRK Position: Q3 2026 in Review

StoneCrest Wealth Management increased its Scholar Rock (SRRK) stake by 8.5% in Q3 2026, buying an estimated $353K and bringing the position to 85,494 shares worth $4M. The position accounts for 1.29% of the portfolio, ranked #31.

StoneCrest Wealth Management first reported a position in SRRK in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.33M in Q2 2026. 84 funds tracked by Wall St. Rank hold SRRK as of Q3 2026.

StoneCrest Wealth Management held 85,494 shares of Scholar Rock worth $4M as of Q3 2026.
StoneCrest Wealth Management bought 6,714 Scholar Rock shares in Q3 2026, an estimated $353K.
Scholar Rock made up 1.29% of StoneCrest Wealth Management's portfolio in Q3 2026, its #31 holding.
StoneCrest Wealth Management first reported a position in Scholar Rock in Q3 2025 and has held it in 5 quarters since.
StoneCrest Wealth Management's Scholar Rock position peaked at $4.33M in Q2 2026.
84 funds tracked by Wall St. Rank held Scholar Rock as of Q3 2026.

Based on StoneCrest Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.