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Gilpin Wealth Management’s Schrodinger SDGR Stock Holding History

Gilpin Wealth Management’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 		$63 Buy
+2
New +$39 ﹤0.01% 1369
2026
Q2 		– Sell
-30
Closed -$341 – 1102
2026
Q1 		$341 Buy
30
+27
+900% +$373 ﹤0.01% 734
2025
Q4 		$54 Buy
+3
New +$57 ﹤0.01% 942

Other funds holding SDGR

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's SDGR Position: Q3 2026 in Review

Gilpin Wealth Management opened a new position in Schrodinger (SDGR) in Q3 2026: 2 shares worth $63. The stake represents ﹤0.01% of the portfolio and ranks #1369 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in SDGR as recently as Q1 2026.

Gilpin Wealth Management first reported a position in SDGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $341 in Q1 2026. 6 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of Schrodinger worth $63 as of Q3 2026.
  • Schrodinger was a new Gilpin Wealth Management position in Q3 2026.
  • Schrodinger made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1369 holding.
  • Gilpin Wealth Management first reported a position in Schrodinger in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Schrodinger position peaked at $341 in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.