Clearstead Advisors’s Schrodinger SDGR Stock Holding History

Clearstead 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	$3.51K	Buy	+216	New	+$2.89K	﹤0.01%	2283
2026 Q1	–	Sell	-1	Closed	-$18	–	2762
2025 Q4	$18	Buy	+1	New	+$19	﹤0.01%	2697
2025 Q2	–	Sell	-30	Closed	-$593	–	2862
2025 Q1	$593	Hold	30	–	–	﹤0.01%	2049
2024 Q4	$579	Hold	30	–	–	﹤0.01%	1971
2024 Q3	$557	Hold	30	–	–	﹤0.01%	1949
2024 Q2	$581	Hold	30	–	–	﹤0.01%	1926
2024 Q1	$696	Hold	30	–	–	﹤0.01%	1432
2023 Q4	$1.07K	Hold	30	–	–	﹤0.01%	1390
2023 Q3	$849	Hold	30	–	–	﹤0.01%	1379
2023 Q2	$1.5K	Hold	30	–	–	﹤0.01%	1201
2023 Q1	$790	Hold	30	–	–	﹤0.01%	1263
2022 Q4	$561	Hold	30	–	–	﹤0.01%	1220
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	1189
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	1218
2022 Q1	$1K	Buy	+30	New	+$911	﹤0.01%	1320
2021 Q3	–	Sell	-18	Closed	-$1K	–	1371
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	1193
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	1063
2020 Q4	$1K	Buy	+18	New	+$1.13K	﹤0.01%	950

Other funds holding SDGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Clearstead Advisors's SDGR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Schrodinger (SDGR) in Q2 2026: 216 shares worth $3.51K. The stake represents ﹤0.01% of the portfolio and ranks #2283 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SDGR as recently as Q4 2025.

Clearstead Advisors first reported a position in SDGR in Q4 2020 and has held it in 18 quarters since. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

Clearstead Advisors held 216 shares of Schrodinger worth $3.51K as of Q2 2026.
Schrodinger was a new Clearstead Advisors position in Q2 2026.
Schrodinger made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2283 holding.
Clearstead Advisors first reported a position in Schrodinger in Q4 2020 and has held it in 18 quarters since.
232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.