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
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 $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