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 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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

StoneCrest Wealth Management increased its Scholar Rock (SRRK) stake by 11% in Q2 2026, buying an estimated $380K and bringing the position to 78,780 shares worth $4.33M. The position accounts for 1.38% of the portfolio, ranked #29.

StoneCrest Wealth Management first reported a position in SRRK in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

StoneCrest Wealth Management held 78,780 shares of Scholar Rock worth $4.33M as of Q2 2026.
StoneCrest Wealth Management bought 7,866 Scholar Rock shares in Q2 2026, an estimated $380K.
Scholar Rock made up 1.38% of StoneCrest Wealth Management's portfolio in Q2 2026, its #29 holding.
StoneCrest Wealth Management first reported a position in Scholar Rock in Q3 2025 and has held it in 4 quarters since.
19 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.