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Beacon Pointe Advisors’s Schrodinger SDGR Stock Holding History

Beacon Pointe Advisors’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 		$839K Buy
51,650
+43
+0.1% +$575 ﹤0.01% 1115
2026
Q1 		$586K Buy
+51,607
New +$713K ﹤0.01% 1225

Other funds holding SDGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sumitomo Mitsui Trust Group
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
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

Beacon Pointe Advisors's SDGR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Schrodinger (SDGR) stake by 0.08% in Q2 2026, buying an estimated $575 and bringing the position to 51,650 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Beacon Pointe Advisors first reported a position in SDGR in Q1 2026 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Beacon Pointe Advisors held 51,650 shares of Schrodinger worth $839K as of Q2 2026.
  • Beacon Pointe Advisors bought 43 Schrodinger shares in Q2 2026, an estimated $575.
  • Schrodinger made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1115 holding.
  • Beacon Pointe Advisors first reported a position in Schrodinger in Q1 2026 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.