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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Schrodinger SDGR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$172K Hold
10,597
– – 0.05% 188
2026
Q1 		$120K Buy
10,597
+2,974
+39% +$41.1K 0.04% 210
2025
Q4 		$136K Buy
7,623
+533
+8% +$10.1K 0.04% 203
2025
Q3 		$142K Buy
7,090
+1,420
+25% +$28.5K 0.04% 173
2025
Q2 		$114K Buy
5,670
+218
+4% +$4.98K 0.04% 190
2025
Q1 		$108K Sell
5,452
-4,706
-46% -$106K 0.04% 196
2024
Q4 		$196K Buy
10,158
+235
+2% +$4.57K 0.08% 134
2024
Q3 		$184K Buy
9,923
+1,284
+15% +$26.4K 0.09% 100
2024
Q2 		$167K Buy
8,639
+4,174
+93% +$96.2K 0.1% 109
2024
Q1 		$121K Buy
4,465
+40
+0.9% +$1.12K 0.08% 130
2023
Q4 		$158K Buy
4,425
+4,380
+9,733% +$127K 0.1% 111
2023
Q3 		$1.27K Sell
45
-2,010
-98% -$81K ﹤0.01% 247
2023
Q2 		$101K Sell
2,055
-1,520
-43% -$51.4K 0.07% 127
2023
Q1 		$94.1K Sell
3,575
-757
-17% -$18K 0.07% 125
2022
Q4 		$81K Buy
+4,332
New +$89.8K 0.07% 130

Other funds holding SDGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SDGR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Schrodinger (SDGR) position steady in Q2 2026 at 10,597 shares worth $172K. The position accounts for 0.05% of the portfolio, ranked #188.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SDGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $196K in Q4 2024. 87 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 10,597 shares of Schrodinger worth $172K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Schrodinger share count unchanged in Q2 2026.
  • Schrodinger made up 0.05% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #188 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Schrodinger in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Schrodinger position peaked at $196K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.