IFP Advisors
SDGR icon

IFP Advisors’s Schrodinger SDGR Stock Holding History

IFP Advisors’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 		$27.9K Hold
900
– – ﹤0.01% 2760
2026
Q2 		$14.6K Buy
900
+766
+572% +$10.2K ﹤0.01% 3164
2026
Q1 		$1.52K Buy
134
+18
+16% +$249 ﹤0.01% 4062
2025
Q4 		$2.07K Buy
116
+63
+119% +$1.19K ﹤0.01% 3820
2025
Q3 		$1.06K Buy
53
+1
+2% +$20 ﹤0.01% 3939
2025
Q2 		$1.45K Sell
52
-48
-48% -$1.1K ﹤0.01% 4046
2025
Q1 		$1.97K Buy
100
+13
+15% +$292 ﹤0.01% 3150
2024
Q4 		$2.18K Sell
87
-13
-13% -$253 ﹤0.01% 3073
2024
Q3 		$1.86K Hold
100
– – ﹤0.01% 2925
2024
Q2 		$1.93K Hold
100
– – ﹤0.01% 2824
2024
Q1 		$2.7K Hold
100
– – ﹤0.01% 2617
2023
Q4 		$3.58K Hold
100
– – ﹤0.01% 2518
2023
Q3 		$2.83K Sell
100
-413
-81% -$16.6K ﹤0.01% 2722
2023
Q2 		$25.6K Buy
513
+13
+3% +$439 ﹤0.01% 1898
2023
Q1 		$14.3K Sell
500
-1,600
-76% -$38K ﹤0.01% 2152
2022
Q4 		$60K Sell
2,100
-1,650
-44% -$34.2K ﹤0.01% 2116
2022
Q3 		$107K Buy
3,750
+2,800
+295% +$82.3K ﹤0.01% 1813
2022
Q2 		$27K Hold
950
– – ﹤0.01% 2620
2022
Q1 		$27K Hold
950
– – ﹤0.01% 2618
2021
Q4 		$33K Buy
950
+100
+12% +$4.56K ﹤0.01% 1728
2021
Q3 		$47K Sell
850
-3
-0.4% -$192 ﹤0.01% 1607
2021
Q2 		$64K Sell
853
-362
-30% -$26.2K ﹤0.01% 1415
2021
Q1 		$93K Buy
+1,215
New +$109K ﹤0.01% 1202

Other funds holding SDGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
LF
Lighthouse Financial Largo, Florida $222M AUM 23.63% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

IFP Advisors's SDGR Position: Q3 2026 in Review

IFP Advisors held its Schrodinger (SDGR) position steady in Q3 2026 at 900 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2760.

IFP Advisors first reported a position in SDGR in Q1 2021 and has held it in 23 quarters since. The position peaked at $107K in Q3 2022. 68 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • IFP Advisors held 900 shares of Schrodinger worth $27.9K as of Q3 2026.
  • IFP Advisors left its Schrodinger share count unchanged in Q3 2026.
  • Schrodinger made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2760 holding.
  • IFP Advisors first reported a position in Schrodinger in Q1 2021 and has held it in 23 quarters since.
  • IFP Advisors's Schrodinger position peaked at $107K in Q3 2022.
  • 68 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.