Envestnet Asset Management
SDGR icon

Envestnet Asset Management’s Schrodinger SDGR Stock Holding History

Envestnet Asset Management’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 		– Sell
-10,618
Closed -$121K – 4937
2026
Q1 		$121K Buy
+10,618
New +$147K ﹤0.01% 4600
2025
Q3 		– Sell
-170,105
Closed -$3.42M – 4661
2025
Q2 		$3.42M Sell
170,105
-40,529
-19% -$925K ﹤0.01% 2468
2025
Q1 		$4.16M Buy
210,634
+24,880
+13% +$560K ﹤0.01% 2255
2024
Q4 		$3.58M Buy
185,754
+11,343
+7% +$220K ﹤0.01% 2319
2024
Q3 		$3.24M Buy
174,411
+133,597
+327% +$2.74M ﹤0.01% 2375
2024
Q2 		$789K Sell
40,814
-4,325
-10% -$99.7K ﹤0.01% 3181
2024
Q1 		$1.22M Sell
45,139
-1,687
-4% -$47.2K ﹤0.01% 2903
2023
Q4 		$1.68M Buy
46,826
+4,313
+10% +$125K ﹤0.01% 2581
2023
Q3 		$1.2M Buy
42,513
+19,133
+82% +$771K ﹤0.01% 2677
2023
Q2 		$1.17M Buy
23,380
+4,499
+24% +$152K ﹤0.01% 2636
2023
Q1 		$497K Buy
+18,881
New +$449K ﹤0.01% 3147
2022
Q4 		– Sell
-12,573
Closed -$314K – 4047
2022
Q3 		$314K Buy
12,573
+3,178
+34% +$93.4K ﹤0.01% 3308
2022
Q2 		$248K Buy
9,395
+238
+3% +$6.39K ﹤0.01% 3466
2022
Q1 		$312K Buy
+9,157
New +$278K ﹤0.01% 3425

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

Envestnet Asset Management's SDGR Position: Q2 2026 in Review

Envestnet Asset Management sold out of Schrodinger (SDGR) in Q2 2026, closing a stake of 10,618 shares — an estimated $121K sold.

Envestnet Asset Management first reported a position in SDGR in Q1 2022 and held it in 14 quarters. The position peaked at $4.16M in Q1 2025. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Envestnet Asset Management reported no remaining Schrodinger position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 10,618 Schrodinger shares in Q2 2026, an estimated $121K.
  • Envestnet Asset Management first reported a position in Schrodinger in Q1 2022 and held it in 14 quarters.
  • Envestnet Asset Management's Schrodinger position peaked at $4.16M in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.