Welch & Forbes’s Scholar Rock SRRK Stock Holding History

Welch & Forbes’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	$275K	Hold	5,000	–	–	﹤0.01%	348
2026 Q1	$246K	Hold	5,000	–	–	﹤0.01%	343
2025 Q4	$220K	Buy	+5,000	New	+$188K	﹤0.01%	361
2025 Q1	–	Sell	-5,000	Closed	-$216K	–	383
2024 Q4	$216K	Buy	+5,000	New	+$163K	﹤0.01%	368
2021 Q4	–	Sell	-7,500	Closed	-$248K	–	397
2021 Q3	$248K	Hold	7,500	–	–	﹤0.01%	356
2021 Q2	$217K	Hold	7,500	–	–	﹤0.01%	381
2021 Q1	$380K	Hold	7,500	–	–	0.01%	312
2020 Q4	$364K	Sell	7,500 -3,000	-29%	-$109K	0.01%	313
2020 Q3	$186K	Buy	+10,500	New	+$156K	﹤0.01%	348

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Welch & Forbes's SRRK Position: Q2 2026 in Review

Welch & Forbes held its Scholar Rock (SRRK) position steady in Q2 2026 at 5,000 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Welch & Forbes first reported a position in SRRK in Q3 2020 and has held it in 9 quarters since. The position peaked at $380K in Q1 2021. 307 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

Welch & Forbes held 5,000 shares of Scholar Rock worth $275K as of Q2 2026.
Welch & Forbes left its Scholar Rock share count unchanged in Q2 2026.
Scholar Rock made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #348 holding.
Welch & Forbes first reported a position in Scholar Rock in Q3 2020 and has held it in 9 quarters since.
Welch & Forbes's Scholar Rock position peaked at $380K in Q1 2021.
307 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.