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Essential Partners’s Schrodinger SDGR Stock Holding History

Essential Partners’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 		$21.8K Hold
703
– – 0.01% 882
2026
Q2 		$11.4K Buy
703
+593
+539% +$7.93K 0.01% 1166
2026
Q1 		$1.25K Sell
110
-37
-25% -$511 ﹤0.01% 2173
2025
Q4 		$2.63K Buy
147
+142
+2,840% +$2.69K ﹤0.01% 1710
2025
Q3 		$100 Hold
5
– – ﹤0.01% 2492
2025
Q2 		$101 Buy
+5
New +$114 ﹤0.01% 2060

Other funds holding SDGR

HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners's SDGR Position: Q3 2026 in Review

Essential Partners held its Schrodinger (SDGR) position steady in Q3 2026 at 703 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #882.

Essential Partners first reported a position in SDGR in Q2 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • Essential Partners held 703 shares of Schrodinger worth $21.8K as of Q3 2026.
  • Essential Partners left its Schrodinger share count unchanged in Q3 2026.
  • Schrodinger made up 0.01% of Essential Partners's portfolio in Q3 2026, its #882 holding.
  • Essential Partners first reported a position in Schrodinger in Q2 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.