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Clearstead Trust’s Schrodinger SDGR Stock Holding History

Clearstead Trust’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
-565
Closed -$6.42K – 1014
2026
Q1 		$6.42K Hold
565
– – ﹤0.01% 697
2025
Q4 		$10.1K Buy
565
+545
+2,725% +$10.3K ﹤0.01% 587
2025
Q3 		$402 Hold
20
– – ﹤0.01% 1408
2025
Q2 		$403 Buy
+20
New +$457 ﹤0.01% 1374

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

Clearstead Trust's SDGR Position: Q2 2026 in Review

Clearstead Trust sold out of Schrodinger (SDGR) in Q2 2026, closing a stake of 565 shares — an estimated $6.42K sold.

Clearstead Trust first reported a position in SDGR in Q2 2025 and held it in 4 quarters. The position peaked at $10.1K in Q4 2025. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Clearstead Trust reported no remaining Schrodinger position as of Q2 2026 after selling out during the quarter.
  • Clearstead Trust sold 565 Schrodinger shares in Q2 2026, an estimated $6.42K.
  • Clearstead Trust first reported a position in Schrodinger in Q2 2025 and held it in 4 quarters.
  • Clearstead Trust's Schrodinger position peaked at $10.1K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

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