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Connecticut Wealth Management’s Schrodinger SDGR Stock Holding History

Connecticut Wealth Management’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 		$188K Hold
11,576
– – 0.01% 337
2026
Q1 		$132K Hold
11,576
– – 0.01% 326
2025
Q4 		$207K Hold
11,576
– – 0.01% 309
2025
Q3 		$232K Sell
11,576
-551
-5% -$11.1K 0.01% 303
2025
Q2 		$244K Buy
+12,127
New +$277K 0.01% 283

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

Connecticut Wealth Management's SDGR Position: Q2 2026 in Review

Connecticut Wealth Management held its Schrodinger (SDGR) position steady in Q2 2026 at 11,576 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #337.

Connecticut Wealth Management first reported a position in SDGR in Q2 2025 and has held it in 5 quarters since. The position peaked at $244K in Q2 2025. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Connecticut Wealth Management held 11,576 shares of Schrodinger worth $188K as of Q2 2026.
  • Connecticut Wealth Management left its Schrodinger share count unchanged in Q2 2026.
  • Schrodinger made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Connecticut Wealth Management first reported a position in Schrodinger in Q2 2025 and has held it in 5 quarters since.
  • Connecticut Wealth Management's Schrodinger position peaked at $244K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.