Advisory Services Network’s Schrodinger SDGR Stock Holding History

Advisory Services Network’s Portfolio SDGR Stock Details SDGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-340	Closed	-$3.86K	–	4193
2026 Q1	$3.86K	Buy	+340	New	+$4.7K	﹤0.01%	3954
2025 Q4	–	Sell	-340	Closed	-$6.82K	–	3824
2025 Q3	$6.82K	Buy	+340	New	+$6.83K	﹤0.01%	3422
2024 Q2	–	Sell	-11,627	Closed	-$314K	–	1592
2024 Q1	$314K	Sell	11,627 -102	-0.9%	-$2.85K	0.01%	1135
2023 Q4	$420K	Buy	+11,729	New	+$340K	0.01%	971
2023 Q2	–	Sell	-1,155	Closed	-$30.4K	–	3270
2023 Q1	$30.4K	Buy	1,155 +50	+5%	+$1.19K	﹤0.01%	2289
2022 Q4	$20.7K	Buy	+1,105	New	+$22.9K	﹤0.01%	2449
2021 Q4	–	Sell	-4,474	Closed	-$245K	–	1493
2021 Q3	$245K	Sell	4,474 -631	-12%	-$40.4K	0.01%	1183
2021 Q2	$386K	Buy	5,105 +1,087	+27%	+$78.8K	0.01%	982
2021 Q1	$307K	Buy	4,018 +3,268	+436%	+$294K	0.01%	1015
2020 Q4	$59K	Buy	+750	New	+$47.2K	﹤0.01%	1578

Other funds holding SDGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Advisory Services Network's SDGR Position: Q2 2026 in Review

Advisory Services Network sold out of Schrodinger (SDGR) in Q2 2026, closing a stake of 340 shares — an estimated $3.86K sold.

Advisory Services Network first reported a position in SDGR in Q4 2020 and held it in 10 quarters. The position peaked at $420K in Q4 2023. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

Advisory Services Network reported no remaining Schrodinger position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 340 Schrodinger shares in Q2 2026, an estimated $3.86K.
Advisory Services Network first reported a position in Schrodinger in Q4 2020 and held it in 10 quarters.
Advisory Services Network's Schrodinger position peaked at $420K in Q4 2023.
232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.