Forum Finance Group’s Schrodinger SDGR Stock Holding History

Forum Finance Group’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	$20K	Hold	1,500	–	–	0.01%	271
2026 Q1	$14K	Buy	+1,500	New	+$20.7K	0.01%	263

Other funds holding SDGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Forum Finance Group's SDGR Position: Q2 2026 in Review

Forum Finance Group held its Schrodinger (SDGR) position steady in Q2 2026 at 1,500 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #271.

Forum Finance Group first reported a position in SDGR in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

Forum Finance Group held 1,500 shares of Schrodinger worth $20K as of Q2 2026.
Forum Finance Group left its Schrodinger share count unchanged in Q2 2026.
Schrodinger made up 0.01% of Forum Finance Group's portfolio in Q2 2026, its #271 holding.
Forum Finance Group first reported a position in Schrodinger in Q1 2026 and has held it in 2 quarters since.
231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.