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 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	$1.85K	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%	2117
2022 Q3	$107K	Buy	3,750 +2,800	+295%	+$82.3K	﹤0.01%	1813
2022 Q2	$27K	Hold	950	–	–	﹤0.01%	2619
2022 Q1	$27K	Hold	950	–	–	﹤0.01%	2619
2021 Q4	$33K	Buy	950 +100	+12%	+$4.57K	﹤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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return