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
2026
Q2 		$303K Buy
+18,639
New +$249K ﹤0.01% 2564
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 $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

Corient Private Wealth's SDGR Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Schrodinger (SDGR) in Q2 2026: 18,639 shares worth $303K. The stake represents ﹤0.01% of the portfolio and ranks #2564 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in SDGR as recently as Q1 2025.

Corient Private Wealth first reported a position in SDGR in Q1 2023 and has held it in 10 quarters since. The position peaked at $699K in Q1 2025. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Corient Private Wealth held 18,639 shares of Schrodinger worth $303K as of Q2 2026.
  • Schrodinger was a new Corient Private Wealth position in Q2 2026.
  • Schrodinger made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2564 holding.
  • Corient Private Wealth first reported a position in Schrodinger in Q1 2023 and has held it in 10 quarters since.
  • Corient Private Wealth's Schrodinger position peaked at $699K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.