Creative Planning
SDGR icon

Creative Planning’s Schrodinger SDGR Stock Holding History

Creative Planning’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
Q1 		$506K Buy
+44,510
New +$615K ﹤0.01% 3021
2025
Q4 		– Sell
-25,588
Closed -$513K – 4081
2025
Q3 		$513K Sell
25,588
-2,153
-8% -$43.3K ﹤0.01% 2698
2025
Q2 		$558K Buy
27,741
+1,636
+6% +$37.4K ﹤0.01% 2366
2025
Q1 		$515K Buy
26,105
+3,301
+14% +$74.3K ﹤0.01% 2255
2024
Q4 		$440K Buy
22,804
+607
+3% +$11.8K ﹤0.01% 2346
2024
Q3 		$412K Buy
22,197
+221
+1% +$4.54K ﹤0.01% 2270
2024
Q2 		$425K Buy
+21,976
New +$506K ﹤0.01% 2068
2023
Q4 		– Sell
-957
Closed -$27.1K – 3049
2023
Q3 		$27.1K Buy
+957
New +$38.6K ﹤0.01% 2557
2021
Q2 		– Sell
-4,107
Closed -$313K – 2513
2021
Q1 		$313K Buy
+4,107
New +$369K ﹤0.01% 1778

Other funds holding SDGR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return