NorthCrest Asset Manangement’s Schrodinger SDGR Stock Holding History

NorthCrest Asset Manangement’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 Q3	$227K	Buy	+8,616	New	+$170K	0.01%	918

Other funds holding SDGR

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

NorthCrest Asset Manangement's SDGR Position: Q3 2026 in Review

NorthCrest Asset Manangement opened a new position in Schrodinger (SDGR) in Q3 2026: 8,616 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #918 among its holdings.

17 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

NorthCrest Asset Manangement held 8,616 shares of Schrodinger worth $227K as of Q3 2026.
Schrodinger was a new NorthCrest Asset Manangement position in Q3 2026.
Schrodinger made up 0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #918 holding.
17 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.