Carson Wealth (CWM LLC)
SDGR icon

Carson Wealth (CWM LLC)’s Schrodinger SDGR Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$280K Buy
24,688
+18,737
+315% +$259K ﹤0.01% 2430
2025
Q4 		$106K Buy
5,951
+5,531
+1,317% +$105K ﹤0.01% 3016
2025
Q3 		$8K Sell
420
-70
-14% -$1.41K ﹤0.01% 4584
2025
Q2 		$10K Sell
490
-276
-36% -$6.3K ﹤0.01% 4310
2025
Q1 		$15K Buy
766
+175
+30% +$3.94K ﹤0.01% 3885
2024
Q4 		$11K Sell
591
-207
-26% -$4.02K ﹤0.01% 3828
2024
Q3 		$15K Buy
798
+153
+24% +$3.14K ﹤0.01% 3556
2024
Q2 		$12K Sell
645
-135
-17% -$3.11K ﹤0.01% 3453
2024
Q1 		$21K Buy
780
+126
+19% +$3.52K ﹤0.01% 2888
2023
Q4 		$23K Buy
654
+12
+2% +$348 ﹤0.01% 2703
2023
Q3 		$18K Sell
642
-118
-16% -$4.75K ﹤0.01% 2759
2023
Q2 		$38K Buy
760
+120
+19% +$4.05K ﹤0.01% 2189
2023
Q1 		$17K Hold
640
– – ﹤0.01% 2629
2022
Q4 		$12K Buy
640
+598
+1,424% +$12.4K ﹤0.01% 2715
2022
Q3 		$1K Hold
42
– – ﹤0.01% 3753
2022
Q2 		$1K Buy
42
+37
+740% +$994 ﹤0.01% 3630
2022
Q1 		$0 Hold
5
– – ﹤0.01% 3835
2021
Q4 		$0 Buy
+5
New +$228 ﹤0.01% 3632

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
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SDGR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Schrodinger (SDGR) stake by 315% in Q1 2026, buying an estimated $259K and bringing the position to 24,688 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

Carson Wealth (CWM LLC) first reported a position in SDGR in Q4 2021 and has held it in 18 quarters since. 229 funds tracked by Wall St. Rank hold SDGR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,688 shares of Schrodinger worth $280K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18,737 Schrodinger shares in Q1 2026, an estimated $259K.
  • Schrodinger made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2430 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schrodinger in Q4 2021 and has held it in 18 quarters since.
  • 229 funds tracked by Wall St. Rank held Schrodinger as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.