Global Retirement Partners’s Schrodinger SDGR Stock Holding History

Global Retirement Partners’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
2025 Q4	$36	Hold	2	–	–	﹤0.01%	4191
2025 Q3	$40	Sell	2 -2	-50%	-$40	﹤0.01%	3832
2025 Q2	$80	Buy	+4	New	+$91	﹤0.01%	3732
2024 Q4	$1.52K	Sell	79 -250	-76%	-$4.86K	﹤0.01%	3169
2024 Q3	$6.1K	Sell	329 -250	-43%	-$5.13K	﹤0.01%	2475
2024 Q2	$11.2K	Buy	579 +500	+633%	+$11.5K	﹤0.01%	2269
2024 Q1	$2.13K	Hold	79	–	–	﹤0.01%	2726
2023 Q4	$2.17K	Hold	79	–	–	﹤0.01%	2643
2023 Q3	$2.17K	Hold	79	–	–	﹤0.01%	2511
2023 Q2	$3.94K	Hold	79	–	–	﹤0.01%	2301
2023 Q1	$2.3K	Hold	79	–	–	﹤0.01%	2452
2022 Q4	$1.48K	Hold	79	–	–	﹤0.01%	2467
2022 Q3	$2K	Hold	79	–	–	﹤0.01%	2309
2022 Q2	$2K	Hold	79	–	–	﹤0.01%	2261
2022 Q1	$2K	Buy	+79	New	+$2.4K	﹤0.01%	2241

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Global Retirement Partners's SDGR Position: Q4 2025 in Review

Global Retirement Partners held its Schrodinger (SDGR) position steady in Q4 2025 at 2 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #4191.

Global Retirement Partners first reported a position in SDGR in Q1 2022 and has held it in 15 quarters since. The position peaked at $11.2K in Q2 2024. 222 funds tracked by Wall St. Rank hold SDGR as of Q4 2025.

Global Retirement Partners held 2 shares of Schrodinger worth $36 as of Q4 2025.
Global Retirement Partners left its Schrodinger share count unchanged in Q4 2025.
Schrodinger made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4191 holding.
Global Retirement Partners first reported a position in Schrodinger in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's Schrodinger position peaked at $11.2K in Q2 2024.
222 funds tracked by Wall St. Rank held Schrodinger as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.