Whittier Trust’s Scholar Rock SRRK Stock Holding History

Whittier Trust’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 Q1	–	Sell	-340	Closed	-$14K	–	1427
2025 Q4	$14K	Hold	340	–	–	﹤0.01%	1083
2025 Q3	$12.7K	Buy	+340	New	+$11.9K	﹤0.01%	1084

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

Redmile Group San Francisco, California $1.49B AUM 208.7% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Whittier Trust's SRRK Position: Q1 2026 in Review

Whittier Trust sold out of Scholar Rock (SRRK) in Q1 2026, closing a stake of 340 shares — an estimated $14K sold.

Whittier Trust first reported a position in SRRK in Q3 2025 and held it in 2 quarters. The position peaked at $14K in Q4 2025. 274 funds tracked by Wall St. Rank hold SRRK as of Q1 2026.

Whittier Trust reported no remaining Scholar Rock position as of Q1 2026 after selling out during the quarter.
Whittier Trust sold 340 Scholar Rock shares in Q1 2026, an estimated $14K.
Whittier Trust first reported a position in Scholar Rock in Q3 2025 and held it in 2 quarters.
Whittier Trust's Scholar Rock position peaked at $14K in Q4 2025.
274 funds tracked by Wall St. Rank held Scholar Rock as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.