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 Q3	$18K	Sell	572 -18	-3%	-$355	0.01%	1159
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Lighthouse Financial Largo, Florida $222M AUM 23.63% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Covestor's SDGR Position: Q3 2026 in Review

Covestor reduced its Schrodinger (SDGR) stake by 3.1% in Q3 2026, selling an estimated $355 and leaving 572 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #1159.

Covestor first reported a position in SDGR in Q4 2021 and has held it in 20 quarters since. 68 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

Covestor held 572 shares of Schrodinger worth $18K as of Q3 2026.
Covestor sold 18 Schrodinger shares in Q3 2026, an estimated $355.
Schrodinger made up 0.01% of Covestor's portfolio in Q3 2026, its #1159 holding.
Covestor first reported a position in Schrodinger in Q4 2021 and has held it in 20 quarters since.
68 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.