MPWT
SDGR icon

MassMutual Private Wealth & Trust’s Schrodinger SDGR Stock Holding History

MassMutual Private Wealth & Trust’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 		$12.9K Buy
794
+351
+79% +$4.7K ﹤0.01% 1287
2026
Q1 		$5.03K Sell
443
-404
-48% -$5.58K ﹤0.01% 1676
2025
Q4 		$15.1K Hold
847
– – ﹤0.01% 1229
2025
Q3 		$17K Sell
847
-188
-18% -$3.78K ﹤0.01% 1185
2025
Q2 		$20.8K Sell
1,035
-71
-6% -$1.62K ﹤0.01% 1093
2025
Q1 		$21.8K Buy
1,106
+253
+30% +$5.69K ﹤0.01% 992
2024
Q4 		$16.5K Buy
853
+795
+1,371% +$15.4K ﹤0.01% 1083
2024
Q3 		$1.08K Buy
+58
New +$1.19K ﹤0.01% 1837
2024
Q1 		– Sell
-1,000
Closed -$35.8K – 2121
2023
Q4 		$35.8K Sell
1,000
-8
-0.8% -$232 ﹤0.01% 688
2023
Q3 		$28.5K Buy
1,008
+8
+0.8% +$322 ﹤0.01% 724
2023
Q2 		$49.9K Hold
1,000
– – ﹤0.01% 546
2023
Q1 		$26.3K Hold
1,000
– – ﹤0.01% 658
2022
Q4 		$19K Hold
1,000
– – ﹤0.01% 651
2022
Q3 		$25K Hold
1,000
– – ﹤0.01% 552
2022
Q2 		$26K Hold
1,000
– – ﹤0.01% 537
2022
Q1 		$34K Hold
1,000
– – ﹤0.01% 506
2021
Q4 		$35K Hold
1,000
– – ﹤0.01% 524
2021
Q3 		$55K Sell
1,000
-193
-16% -$12.3K ﹤0.01% 475
2021
Q2 		$90K Buy
1,193
+1,000
+518% +$72.5K ﹤0.01% 414
2021
Q1 		$15K Buy
193
+18
+10% +$1.62K ﹤0.01% 555
2020
Q4 		$14K Buy
+175
New +$11K ﹤0.01% 569

Other funds holding SDGR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MassMutual Private Wealth & Trust's SDGR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Schrodinger (SDGR) stake by 79% in Q2 2026, buying an estimated $4.7K and bringing the position to 794 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

MassMutual Private Wealth & Trust first reported a position in SDGR in Q4 2020 and has held it in 21 quarters since. The position peaked at $90K in Q2 2021. 20 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 794 shares of Schrodinger worth $12.9K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 351 Schrodinger shares in Q2 2026, an estimated $4.7K.
  • Schrodinger made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1287 holding.
  • MassMutual Private Wealth & Trust first reported a position in Schrodinger in Q4 2020 and has held it in 21 quarters since.
  • MassMutual Private Wealth & Trust's Schrodinger position peaked at $90K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.