EWA
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EverSource Wealth Advisors’s Schrodinger SDGR Stock Holding History

EverSource Wealth Advisors’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 		$41.9K Buy
2,581
+790
+44% +$10.6K ﹤0.01% 1886
2026
Q1 		$20.3K Buy
1,791
+417
+30% +$5.76K ﹤0.01% 2494
2025
Q4 		$24.6K Buy
1,374
+1,207
+723% +$22.9K ﹤0.01% 2252
2025
Q3 		$3.35K Sell
167
-52
-24% -$1.04K ﹤0.01% 3323
2025
Q2 		$4.41K Sell
219
-169
-44% -$3.86K ﹤0.01% 3213
2025
Q1 		$7.66K Buy
388
+367
+1,748% +$8.26K ﹤0.01% 2271
2024
Q4 		$405 Buy
21
+4
+24% +$78 ﹤0.01% 3263
2024
Q3 		$315 Buy
17
+15
+750% +$308 ﹤0.01% 2925
2024
Q2 		$45 Hold
2
– – ﹤0.01% 3032
2024
Q1 		$49 Sell
2
-138
-99% -$3.86K ﹤0.01% 2857
2023
Q4 		$5.01K Buy
+140
New +$4.06K ﹤0.01% 1859

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's SDGR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Schrodinger (SDGR) stake by 44% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,581 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

EverSource Wealth Advisors first reported a position in SDGR in Q4 2023 and has held it in 11 quarters since. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • EverSource Wealth Advisors held 2,581 shares of Schrodinger worth $41.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 790 Schrodinger shares in Q2 2026, an estimated $10.6K.
  • Schrodinger made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1886 holding.
  • EverSource Wealth Advisors first reported a position in Schrodinger in Q4 2023 and has held it in 11 quarters since.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.