HWM
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Heirloom Wealth Management’s Schrodinger SDGR Stock Holding History

Heirloom 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 		$10.2M Buy
+327,828
New +$6.46M 1.32% 24

Other funds holding SDGR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

Heirloom Wealth Management opened a new position in Schrodinger (SDGR) in Q3 2026: 327,828 shares worth $10.2M. The stake represents 1.32% of the portfolio and ranks #24 among its holdings.

17 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • Heirloom Wealth Management held 327,828 shares of Schrodinger worth $10.2M as of Q3 2026.
  • Schrodinger was a new Heirloom Wealth Management position in Q3 2026.
  • Schrodinger made up 1.32% of Heirloom Wealth Management's portfolio in Q3 2026, its #24 holding.
  • 17 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.