Corient Private Wealth
SDGR icon

Corient Private Wealth’s Schrodinger SDGR Stock Holding History

Corient Private Wealth’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
2025
Q2 		– Sell
-35,427
Closed -$699K – 2523
2025
Q1 		$699K Buy
35,427
+268
+0.8% +$6.03K ﹤0.01% 1439
2024
Q4 		$678K Buy
35,159
+380
+1% +$7.38K ﹤0.01% 1470
2024
Q3 		$645K Buy
34,779
+1,042
+3% +$21.4K ﹤0.01% 1606
2024
Q2 		$652K Buy
33,737
+23,680
+235% +$546K ﹤0.01% 1509
2024
Q1 		$272K Buy
10,057
+341
+4% +$9.53K ﹤0.01% 1947
2023
Q4 		$348K Sell
9,716
-476
-5% -$13.8K ﹤0.01% 1793
2023
Q3 		$288K Buy
10,192
+1,231
+14% +$49.6K ﹤0.01% 1765
2023
Q2 		$447K Buy
8,961
+72
+0.8% +$2.43K ﹤0.01% 1506
2023
Q1 		$234K Buy
+8,889
New +$211K ﹤0.01% 1720

Other funds holding SDGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corient Private Wealth's SDGR Position: Q2 2025 in Review

Corient Private Wealth sold out of Schrodinger (SDGR) in Q2 2025, closing a stake of 35,427 shares — an estimated $699K sold.

Corient Private Wealth first reported a position in SDGR in Q1 2023 and held it in 9 quarters. The position peaked at $699K in Q1 2025. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2025.

  • Corient Private Wealth reported no remaining Schrodinger position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 35,427 Schrodinger shares in Q2 2025, an estimated $699K.
  • Corient Private Wealth first reported a position in Schrodinger in Q1 2023 and held it in 9 quarters.
  • Corient Private Wealth's Schrodinger position peaked at $699K in Q1 2025.
  • 232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.