LPL Financial
SDGR icon

LPL Financial’s Schrodinger SDGR Stock Holding History

LPL Financial’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 		$1.09M Buy
67,365
+11,960
+22% +$160K ﹤0.01% 4354
2026
Q1 		$629K Buy
55,405
+4,696
+9% +$64.9K ﹤0.01% 4561
2025
Q4 		$907K Sell
50,709
-199
-0.4% -$3.77K ﹤0.01% 4173
2025
Q3 		$1.02M Buy
50,908
+63
+0.1% +$1.27K ﹤0.01% 3984
2025
Q2 		$1.02M Buy
50,845
+10,127
+25% +$231K ﹤0.01% 3737
2025
Q1 		$804K Sell
40,718
-597
-1% -$13.4K ﹤0.01% 3740
2024
Q4 		$797K Sell
41,315
-16,296
-28% -$317K ﹤0.01% 3691
2024
Q3 		$1.07M Buy
57,611
+3,833
+7% +$78.7K ﹤0.01% 3331
2024
Q2 		$1.04M Buy
53,778
+5,967
+12% +$138K ﹤0.01% 3222
2024
Q1 		$1.29M Sell
47,811
-6,741
-12% -$188K ﹤0.01% 2950
2023
Q4 		$1.95M Buy
54,552
+6,419
+13% +$186K ﹤0.01% 2427
2023
Q3 		$1.36M Buy
48,133
+28,182
+141% +$1.14M ﹤0.01% 2635
2023
Q2 		$996K Sell
19,951
-1,073
-5% -$36.3K ﹤0.01% 2832
2023
Q1 		$554K Buy
21,024
+178
+0.9% +$4.23K ﹤0.01% 3239
2022
Q4 		$390K Buy
20,846
+4,282
+26% +$88.8K ﹤0.01% 3463
2022
Q3 		$414K Buy
16,564
+621
+4% +$18.3K ﹤0.01% 3321
2022
Q2 		$421K Buy
15,943
+1,191
+8% +$32K ﹤0.01% 3350
2022
Q1 		$503K Buy
14,752
+5,617
+61% +$171K ﹤0.01% 3200
2021
Q4 		$318K Buy
9,135
+1,596
+21% +$72.9K ﹤0.01% 3643
2021
Q3 		$412K Buy
7,539
+237
+3% +$15.2K ﹤0.01% 3393
2021
Q2 		$552K Buy
7,302
+669
+10% +$48.5K ﹤0.01% 3074
2021
Q1 		$506K Buy
6,633
+767
+13% +$69K ﹤0.01% 3011
2020
Q4 		$464K Buy
+5,866
New +$369K ﹤0.01% 2831
2020
Q3 		– Sell
-2,958
Closed -$271K – 3616
2020
Q2 		$271K Buy
+2,958
New +$172K ﹤0.01% 2910

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

LPL Financial's SDGR Position: Q2 2026 in Review

LPL Financial increased its Schrodinger (SDGR) stake by 22% in Q2 2026, buying an estimated $160K and bringing the position to 67,365 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #4354.

LPL Financial first reported a position in SDGR in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.95M in Q4 2023. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • LPL Financial held 67,365 shares of Schrodinger worth $1.09M as of Q2 2026.
  • LPL Financial bought 11,960 Schrodinger shares in Q2 2026, an estimated $160K.
  • Schrodinger made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4354 holding.
  • LPL Financial first reported a position in Schrodinger in Q2 2020 and has held it in 24 quarters since.
  • LPL Financial's Schrodinger position peaked at $1.95M in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.