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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Golden State Wealth Management's SDGR Position: Q1 2026 in Review

Golden State Wealth Management held its Schrodinger (SDGR) position steady in Q1 2026 at 18 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Golden State Wealth Management first reported a position in SDGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $361 in Q3 2025. 227 funds tracked by Wall St. Rank hold SDGR as of Q1 2026.

  • Golden State Wealth Management held 18 shares of Schrodinger worth $204 as of Q1 2026.
  • Golden State Wealth Management left its Schrodinger share count unchanged in Q1 2026.
  • Schrodinger made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1549 holding.
  • Golden State Wealth Management first reported a position in Schrodinger in Q4 2024 and has held it in 6 quarters since.
  • Golden State Wealth Management's Schrodinger position peaked at $361 in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Schrodinger as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.