Massachusetts Financial Services
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Massachusetts Financial Services’s Schrodinger SDGR Stock Holding History

Massachusetts Financial 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
Q2 		$14.1M Sell
866,942
-1,817,750
-68% -$24.3M ﹤0.01% 732
2026
Q1 		$30.5M Buy
2,684,692
+393,343
+17% +$5.44M 0.01% 566
2025
Q4 		$41M Buy
2,291,349
+218,916
+11% +$4.15M 0.01% 512
2025
Q3 		$41.6M Buy
2,072,433
+577,899
+39% +$11.6M 0.01% 499
2025
Q2 		$30.1M Sell
1,494,534
-598,551
-29% -$13.7M 0.01% 554
2025
Q1 		$41.3M Sell
2,093,085
-186,228
-8% -$4.19M 0.01% 486
2024
Q4 		$44M Buy
2,279,313
+334,131
+17% +$6.49M 0.01% 481
2024
Q3 		$36.1M Buy
1,945,182
+717,059
+58% +$14.7M 0.01% 513
2024
Q2 		$23.8M Buy
1,228,123
+427,594
+53% +$9.86M 0.01% 563
2024
Q1 		$21.6M Buy
+800,529
New +$22.4M 0.01% 570
2021
Q1 		– Sell
-274,512
Closed -$21.7M – 962
2020
Q4 		$21.7M Buy
274,512
+135,046
+97% +$8.49M 0.01% 585
2020
Q3 		$6.63M Sell
139,466
-23,326
-14% -$1.6M ﹤0.01% 654
2020
Q2 		$14.9M Sell
162,792
-38,815
-19% -$2.26M 0.01% 576
2020
Q1 		$8.69M Buy
+201,607
New +$7.61M ﹤0.01% 603

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

Massachusetts Financial Services's SDGR Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Schrodinger (SDGR) stake by 68% in Q2 2026, selling an estimated $24.3M and leaving 866,942 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Massachusetts Financial Services first reported a position in SDGR in Q1 2020 and has held it in 14 quarters since. The position peaked at $44M in Q4 2024. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Massachusetts Financial Services held 866,942 shares of Schrodinger worth $14.1M as of Q2 2026.
  • Massachusetts Financial Services sold 1,817,750 Schrodinger shares in Q2 2026, an estimated $24.3M.
  • Schrodinger made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #732 holding.
  • Massachusetts Financial Services first reported a position in Schrodinger in Q1 2020 and has held it in 14 quarters since.
  • Massachusetts Financial Services's Schrodinger position peaked at $44M in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.