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Mid-American Wealth Advisory Group’s Schrodinger SDGR Stock Holding History

Mid-American Wealth Advisory 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
2025
Q3 		– Sell
-16
Closed -$322 – 272
2025
Q2 		$322 Buy
+16
New +$365 ﹤0.01% 316

Other funds holding SDGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Mid-American Wealth Advisory Group's SDGR Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Schrodinger (SDGR) in Q3 2025, closing a stake of 16 shares — an estimated $322 sold.

Mid-American Wealth Advisory Group first reported a position in SDGR in Q2 2025 and held it in 1 quarter. The position peaked at $322 in Q2 2025. 224 funds tracked by Wall St. Rank hold SDGR as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Schrodinger position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 16 Schrodinger shares in Q3 2025, an estimated $322.
  • Mid-American Wealth Advisory Group first reported a position in Schrodinger in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Schrodinger position peaked at $322 in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Schrodinger as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.