AssetMark Inc
SDGR icon

AssetMark Inc’s Schrodinger SDGR Stock Holding History

AssetMark Inc’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
Q3 		$559 Buy
+18
New +$355 ﹤0.01% 3374
2024
Q3 		– Sell
-65
Closed -$1.26K – 2347
2024
Q2 		$1.26K Sell
65
-103
-61% -$2.37K ﹤0.01% 1823
2024
Q1 		$4.54K Buy
168
+19
+13% +$531 ﹤0.01% 1478
2023
Q4 		$5.33K Buy
+149
New +$4.32K ﹤0.01% 1442

Other funds holding SDGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lisanti Capital Growth
Lisanti Capital Growth New York $373M AUM 178.76% 1-Year Est. Return

AssetMark Inc's SDGR Position: Q3 2026 in Review

AssetMark Inc opened a new position in Schrodinger (SDGR) in Q3 2026: 18 shares worth $559. The stake represents ﹤0.01% of the portfolio and ranks #3374 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in SDGR as recently as Q2 2024.

AssetMark Inc first reported a position in SDGR in Q4 2023 and has held it in 4 quarters since. The position peaked at $5.33K in Q4 2023. 116 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • AssetMark Inc held 18 shares of Schrodinger worth $559 as of Q3 2026.
  • Schrodinger was a new AssetMark Inc position in Q3 2026.
  • Schrodinger made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3374 holding.
  • AssetMark Inc first reported a position in Schrodinger in Q4 2023 and has held it in 4 quarters since.
  • AssetMark Inc's Schrodinger position peaked at $5.33K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.