Kestra Advisory Services’s Schrodinger SDGR Stock Holding History

Kestra Advisory Services’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	$1.55M	Sell	49,778 -948	-2%	-$18.7K	﹤0.01%	1640
2026 Q2	$824K	Sell	50,726 -703	-1%	-$9.4K	﹤0.01%	1973
2026 Q1	$584K	Buy	51,429 +1,002	+2%	+$13.8K	﹤0.01%	2100
2025 Q4	$902K	Buy	50,427 +8,966	+22%	+$170K	﹤0.01%	1735
2025 Q3	$832K	Buy	+41,461	New	+$833K	﹤0.01%	1710

Other funds holding SDGR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services's SDGR Position: Q3 2026 in Review

Kestra Advisory Services reduced its Schrodinger (SDGR) stake by 1.9% in Q3 2026, selling an estimated $18.7K and leaving 49,778 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Kestra Advisory Services first reported a position in SDGR in Q3 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

Kestra Advisory Services held 49,778 shares of Schrodinger worth $1.55M as of Q3 2026.
Kestra Advisory Services sold 948 Schrodinger shares in Q3 2026, an estimated $18.7K.
Schrodinger made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1640 holding.
Kestra Advisory Services first reported a position in Schrodinger in Q3 2025 and has held it in 5 quarters since.
90 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.