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Capital Advisors Ltd’s Schrodinger SDGR Stock Holding History

Capital Advisors Ltd’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
-6
Closed – – 1558
2026
Q1 		$0 Buy
+6
New +$83 ﹤0.01% 1572
2024
Q1 		– Sell
-2,000
Closed -$72K – 1525
2023
Q4 		$72K Hold
2,000
– – 0.01% 369
2023
Q3 		$57K Hold
2,000
– – 0.01% 392
2023
Q2 		$100K Hold
2,000
– – 0.01% 337
2023
Q1 		$53K Hold
2,000
– – 0.01% 368
2022
Q4 		$37K Sell
2,000
-14
-0.7% -$290 0.01% 403
2022
Q3 		$50K Hold
2,014
– – 0.01% 361
2022
Q2 		$53K Buy
2,014
+7
+0.3% +$188 0.01% 356
2022
Q1 		$68K Buy
+2,007
New +$61K 0.01% 345

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

Capital Advisors Ltd's SDGR Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Schrodinger (SDGR) in Q2 2026, closing a stake of 6 shares.

Capital Advisors Ltd first reported a position in SDGR in Q1 2022 and held it in 9 quarters. The position peaked at $100K in Q2 2023. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Schrodinger position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 6 Schrodinger shares in Q2 2026.
  • Capital Advisors Ltd first reported a position in Schrodinger in Q1 2022 and held it in 9 quarters.
  • Capital Advisors Ltd's Schrodinger position peaked at $100K in Q2 2023.
  • 232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.