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Integrated Wealth Concepts’s Schrodinger SDGR Stock Holding History

Integrated Wealth Concepts’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
Q2 		$102K Buy
+6,258
New +$83.7K ﹤0.01% 2811

Other funds holding SDGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Integrated Wealth Concepts's SDGR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Schrodinger (SDGR) in Q2 2026: 6,258 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #2811 among its holdings.

231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Integrated Wealth Concepts held 6,258 shares of Schrodinger worth $102K as of Q2 2026.
  • Schrodinger was a new Integrated Wealth Concepts position in Q2 2026.
  • Schrodinger made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2811 holding.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.