Covestor’s Schrodinger SDGR Stock Holding History

Covestor’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	$10K	Buy	590 +586	+14,650%	+$7.84K	0.01%	1622
2026 Q1	$0	Hold	4	–	–	﹤0.01%	2716
2025 Q4	$0	Hold	4	–	–	﹤0.01%	2684
2025 Q3	$0	Hold	4	–	–	﹤0.01%	2711
2025 Q2	$0	Sell	4 -1	-20%	-$23	﹤0.01%	2690
2025 Q1	$0	Hold	5	–	–	﹤0.01%	2671
2024 Q4	$0	Buy	5 +1	+25%	+$19	﹤0.01%	2680
2024 Q3	$0	Hold	4	–	–	﹤0.01%	2697
2024 Q2	$0	Sell	4 -1	-20%	-$23	﹤0.01%	2691
2024 Q1	$0	Hold	5	–	–	﹤0.01%	2677
2023 Q4	$0	Buy	5 +2	+67%	+$58	﹤0.01%	2649
2023 Q3	$0	Sell	3 -3	-50%	-$121	﹤0.01%	2641
2023 Q2	$0	Hold	6	–	–	﹤0.01%	2586
2023 Q1	$0	Hold	6	–	–	﹤0.01%	2513
2022 Q4	$0	Hold	6	–	–	﹤0.01%	2533
2022 Q3	$0	Sell	6 -1	-14%	-$29	﹤0.01%	2522
2022 Q2	$0	Sell	7 -2	-22%	-$54	﹤0.01%	2315
2022 Q1	$0	Sell	9 -3	-25%	-$91	﹤0.01%	2411
2021 Q4	$0	Buy	+12	New	+$548	﹤0.01%	2284

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

Covestor's SDGR Position: Q2 2026 in Review

Covestor increased its Schrodinger (SDGR) stake by 14,650% in Q2 2026, buying an estimated $7.84K and bringing the position to 590 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1622.

Covestor first reported a position in SDGR in Q4 2021 and has held it in 19 quarters since. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

Covestor held 590 shares of Schrodinger worth $10K as of Q2 2026.
Covestor bought 586 Schrodinger shares in Q2 2026, an estimated $7.84K.
Schrodinger made up 0.01% of Covestor's portfolio in Q2 2026, its #1622 holding.
Covestor first reported a position in Schrodinger in Q4 2021 and has held it in 19 quarters since.
231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.