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Cape Investment Advisory’s Schrodinger SDGR Stock Holding History

Cape Investment Advisory’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 		$3.1K Sell
100
-100
-50% -$1.97K ﹤0.01% 1160
2026
Q2 		$3.25K Buy
+200
New +$2.68K ﹤0.01% 1132

Other funds holding SDGR

HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cape Investment Advisory's SDGR Position: Q3 2026 in Review

Cape Investment Advisory reduced its Schrodinger (SDGR) stake by 50% in Q3 2026, selling an estimated $1.97K and leaving 100 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Cape Investment Advisory first reported a position in SDGR in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.25K in Q2 2026. 20 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • Cape Investment Advisory held 100 shares of Schrodinger worth $3.1K as of Q3 2026.
  • Cape Investment Advisory sold 100 Schrodinger shares in Q3 2026, an estimated $1.97K.
  • Schrodinger made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1160 holding.
  • Cape Investment Advisory first reported a position in Schrodinger in Q2 2026 and has held it in 2 quarters since.
  • Cape Investment Advisory's Schrodinger position peaked at $3.25K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.