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Bullock Wealth Management’s Schrodinger SDGR Stock Holding History

Bullock Wealth Management’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
-418
Closed -$4.83K – 630
2026
Q1 		$4.83K Buy
+418
New +$5.78K ﹤0.01% 505

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

Bullock Wealth Management's SDGR Position: Q2 2026 in Review

Bullock Wealth Management sold out of Schrodinger (SDGR) in Q2 2026, closing a stake of 418 shares — an estimated $4.83K sold.

Bullock Wealth Management first reported a position in SDGR in Q1 2026 and held it in 1 quarter. The position peaked at $4.83K in Q1 2026. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Bullock Wealth Management reported no remaining Schrodinger position as of Q2 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 418 Schrodinger shares in Q2 2026, an estimated $4.83K.
  • Bullock Wealth Management first reported a position in Schrodinger in Q1 2026 and held it in 1 quarter.
  • Bullock Wealth Management's Schrodinger position peaked at $4.83K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.