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Golden State Wealth Management’s Schrodinger SDGR Stock Holding History

Golden State 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
Q2 		$244 Sell
15
-3
-17% -$40 ﹤0.01% 1564
2026
Q1 		$204 Hold
18
– – ﹤0.01% 1549
2025
Q4 		$322 Hold
18
– – ﹤0.01% 1610
2025
Q3 		$361 Buy
18
+3
+20% +$60 ﹤0.01% 1594
2025
Q2 		$302 Hold
15
– – ﹤0.01% 1516
2025
Q1 		$296 Hold
15
– – ﹤0.01% 1536
2024
Q4 		$289 Buy
+15
New +$291 ﹤0.01% 1457

Other funds holding SDGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sumitomo Mitsui Trust Group
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
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

Golden State Wealth Management's SDGR Position: Q2 2026 in Review

Golden State Wealth Management reduced its Schrodinger (SDGR) stake by 17% in Q2 2026, selling an estimated $40 and leaving 15 shares worth $244. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Golden State Wealth Management first reported a position in SDGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $361 in Q3 2025. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Golden State Wealth Management held 15 shares of Schrodinger worth $244 as of Q2 2026.
  • Golden State Wealth Management sold 3 Schrodinger shares in Q2 2026, an estimated $40.
  • Schrodinger made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1564 holding.
  • Golden State Wealth Management first reported a position in Schrodinger in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Schrodinger position peaked at $361 in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.