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Larson Financial Group’s Schrodinger SDGR Stock Holding History

Larson Financial Group’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 		– Sell
-30
Closed -$341 – 3905
2026
Q1 		$341 Buy
+30
New +$415 ﹤0.01% 3386
2025
Q4 		– Sell
-7
Closed -$140 – 3634
2025
Q3 		$140 Sell
7
-78
-92% -$1.57K ﹤0.01% 3293
2025
Q2 		$1.71K Sell
85
-579
-87% -$13.2K ﹤0.01% 2468
2025
Q1 		$13.1K Buy
664
+656
+8,200% +$14.8K ﹤0.01% 1533
2024
Q4 		$154 Sell
8
-25
-76% -$486 ﹤0.01% 2511
2024
Q3 		$612 Buy
33
+25
+313% +$514 ﹤0.01% 2084
2024
Q2 		$155 Buy
+8
New +$184 ﹤0.01% 2141

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

Larson Financial Group's SDGR Position: Q2 2026 in Review

Larson Financial Group sold out of Schrodinger (SDGR) in Q2 2026, closing a stake of 30 shares — an estimated $341 sold.

Larson Financial Group first reported a position in SDGR in Q2 2024 and held it in 7 quarters. The position peaked at $13.1K in Q1 2025. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Larson Financial Group reported no remaining Schrodinger position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 30 Schrodinger shares in Q2 2026, an estimated $341.
  • Larson Financial Group first reported a position in Schrodinger in Q2 2024 and held it in 7 quarters.
  • Larson Financial Group's Schrodinger position peaked at $13.1K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.