Pension & Wealth Management Advisors’s Schrodinger SDGR Stock Holding History

Pension & Wealth Management 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
2026 Q2	$172K	Hold	10,597	–	–	0.05%	188
2026 Q1	$120K	Buy	10,597 +2,974	+39%	+$41.1K	0.04%	210
2025 Q4	$136K	Buy	7,623 +533	+8%	+$10.1K	0.04%	203
2025 Q3	$142K	Buy	7,090 +1,420	+25%	+$28.5K	0.04%	173
2025 Q2	$114K	Buy	5,670 +218	+4%	+$4.98K	0.04%	190
2025 Q1	$108K	Sell	5,452 -4,706	-46%	-$106K	0.04%	196
2024 Q4	$196K	Buy	10,158 +235	+2%	+$4.57K	0.08%	134
2024 Q3	$184K	Buy	9,923 +1,284	+15%	+$26.4K	0.09%	100
2024 Q2	$167K	Buy	8,639 +4,174	+93%	+$96.2K	0.1%	109
2024 Q1	$121K	Buy	4,465 +40	+0.9%	+$1.12K	0.08%	130
2023 Q4	$158K	Buy	4,425 +4,380	+9,733%	+$127K	0.1%	111
2023 Q3	$1.27K	Sell	45 -2,010	-98%	-$81K	﹤0.01%	247
2023 Q2	$101K	Sell	2,055 -1,520	-43%	-$51.4K	0.07%	127
2023 Q1	$94.1K	Sell	3,575 -757	-17%	-$18K	0.07%	125
2022 Q4	$81K	Buy	+4,332	New	+$89.8K	0.07%	130

Other funds holding SDGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's SDGR Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Schrodinger (SDGR) position steady in Q2 2026 at 10,597 shares worth $172K. The position accounts for 0.05% of the portfolio, ranked #188.

Pension & Wealth Management Advisors first reported a position in SDGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $196K in Q4 2024. 214 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

Pension & Wealth Management Advisors held 10,597 shares of Schrodinger worth $172K as of Q2 2026.
Pension & Wealth Management Advisors left its Schrodinger share count unchanged in Q2 2026.
Schrodinger made up 0.05% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #188 holding.
Pension & Wealth Management Advisors first reported a position in Schrodinger in Q4 2022 and has held it in 15 quarters since.
Pension & Wealth Management Advisors's Schrodinger position peaked at $196K in Q4 2024.
214 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.