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Mount Yale Investment Advisors’s Schrodinger SDGR Stock Holding History

Mount Yale Investment Advisors’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
-10
Closed -$201 – 1435
2025
Q2 		$201 Buy
+10
New +$228 ﹤0.01% 1453

Other funds holding SDGR

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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

Mount Yale Investment Advisors's SDGR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Schrodinger (SDGR) in Q3 2025, closing a stake of 10 shares — an estimated $201 sold.

Mount Yale Investment Advisors first reported a position in SDGR in Q2 2025 and held it in 1 quarter. The position peaked at $201 in Q2 2025. 224 funds tracked by Wall St. Rank hold SDGR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Schrodinger position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 10 Schrodinger shares in Q3 2025, an estimated $201.
  • Mount Yale Investment Advisors first reported a position in Schrodinger in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Schrodinger position peaked at $201 in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Schrodinger as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.