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Palumbo Wealth Management’s Schrodinger SDGR Stock Holding History

Palumbo Wealth Management’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 		$662K Buy
+40,763
New +$545K 0.14% 113
2025
Q4 		– Sell
-14,390
Closed -$289K – 232
2025
Q3 		$289K Sell
14,390
-12,128
-46% -$244K 0.09% 133
2025
Q2 		$534K Buy
26,518
+9,025
+52% +$206K 0.17% 98
2025
Q1 		$345K Buy
+17,493
New +$394K 0.12% 124

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

Palumbo Wealth Management's SDGR Position: Q2 2026 in Review

Palumbo Wealth Management opened a new position in Schrodinger (SDGR) in Q2 2026: 40,763 shares worth $662K. The stake represents 0.14% of the portfolio and ranks #113 among its holdings. This is a return to the name: Palumbo Wealth Management previously reported a position in SDGR as recently as Q3 2025.

Palumbo Wealth Management first reported a position in SDGR in Q1 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Palumbo Wealth Management held 40,763 shares of Schrodinger worth $662K as of Q2 2026.
  • Schrodinger was a new Palumbo Wealth Management position in Q2 2026.
  • Schrodinger made up 0.14% of Palumbo Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Palumbo Wealth Management first reported a position in Schrodinger in Q1 2025 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.