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 Q2	$1.22M	Buy	75,171 +30,661	+69%	+$410K	﹤0.01%	2477
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 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

Creative Planning's SDGR Position: Q2 2026 in Review

Creative Planning increased its Schrodinger (SDGR) stake by 69% in Q2 2026, buying an estimated $410K and bringing the position to 75,171 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

Creative Planning first reported a position in SDGR in Q1 2021 and has held it in 10 quarters since. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

Creative Planning held 75,171 shares of Schrodinger worth $1.22M as of Q2 2026.
Creative Planning bought 30,661 Schrodinger shares in Q2 2026, an estimated $410K.
Schrodinger made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2477 holding.
Creative Planning first reported a position in Schrodinger in Q1 2021 and has held it in 10 quarters since.
232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.