Integrated Advisors Network’s Schrodinger SDGR Stock Holding History

Integrated Advisors Network’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
2025 Q3	–	Sell	-122,642	Closed	-$2.47M	–	810
2025 Q2	$2.47M	Buy	122,642 +5,178	+4%	+$118K	0.11%	209
2025 Q1	$2.32M	Buy	117,464 +279	+0.2%	+$6.28K	0.12%	189
2024 Q4	$2.26M	Sell	117,185 -17,547	-13%	-$341K	0.11%	197
2024 Q3	$2.5M	Sell	134,732 -1,385	-1%	-$28.4K	0.12%	191
2024 Q2	$2.63M	Sell	136,117 -12,342	-8%	-$284K	0.13%	178
2024 Q1	$4.01M	Buy	148,459 +996	+0.7%	+$27.8K	0.2%	136
2023 Q4	$5.28M	Sell	147,463 -3,051	-2%	-$88.5K	0.3%	87
2023 Q3	$4.26M	Buy	150,514 +64,489	+75%	+$2.6M	0.26%	106
2023 Q2	$4.29M	Buy	+86,025	New	+$2.91M	0.25%	108

Other funds holding SDGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Integrated Advisors Network's SDGR Position: Q3 2025 in Review

Integrated Advisors Network sold out of Schrodinger (SDGR) in Q3 2025, closing a stake of 122,642 shares — an estimated $2.47M sold.

Integrated Advisors Network first reported a position in SDGR in Q2 2023 and held it in 9 quarters. The position peaked at $5.28M in Q4 2023. 224 funds tracked by Wall St. Rank hold SDGR as of Q3 2025.

Integrated Advisors Network reported no remaining Schrodinger position as of Q3 2025 after selling out during the quarter.
Integrated Advisors Network sold 122,642 Schrodinger shares in Q3 2025, an estimated $2.47M.
Integrated Advisors Network first reported a position in Schrodinger in Q2 2023 and held it in 9 quarters.
Integrated Advisors Network's Schrodinger position peaked at $5.28M in Q4 2023.
224 funds tracked by Wall St. Rank held Schrodinger as of Q3 2025.

Based on Integrated Advisors Network's 13F filing for Q3 2025, filed 12 Nov 2025.