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Hennion & Walsh Asset Management’s Schrodinger SDGR Stock Holding History

Hennion & Walsh Asset 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 		$460K Sell
14,810
-3
-0% -$59 0.01% 760
2026
Q2 		$241K Sell
14,813
-208
-1% -$2.78K 0.01% 886
2026
Q1 		$171K Sell
15,021
-445
-3% -$6.15K 0.01% 908
2025
Q4 		$277K Buy
15,466
+4,350
+39% +$82.5K 0.01% 848
2025
Q3 		$223K Buy
+11,116
New +$223K 0.01% 902

Other funds holding SDGR

HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
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
Farther Finance Advisors
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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Hennion & Walsh Asset Management's SDGR Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its Schrodinger (SDGR) stake by 0.02% in Q3 2026, selling an estimated $59 and leaving 14,810 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #760.

Hennion & Walsh Asset Management first reported a position in SDGR in Q3 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • Hennion & Walsh Asset Management held 14,810 shares of Schrodinger worth $460K as of Q3 2026.
  • Hennion & Walsh Asset Management sold 3 Schrodinger shares in Q3 2026, an estimated $59.
  • Schrodinger made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #760 holding.
  • Hennion & Walsh Asset Management first reported a position in Schrodinger in Q3 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.