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Perigon Wealth Management’s Schrodinger SDGR Stock Holding History

Perigon 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
Q1 		– Sell
-20,705
Closed -$370K – 1397
2025
Q4 		$370K Buy
20,705
+5,803
+39% +$110K 0.01% 937
2025
Q3 		$299K Buy
14,902
+266
+2% +$5.34K 0.01% 964
2025
Q2 		$294K Buy
+14,636
New +$334K 0.01% 850
2024
Q2 		– Sell
-9,195
Closed -$248K – 911
2024
Q1 		$248K Buy
9,195
+1,130
+14% +$31.6K 0.01% 734
2023
Q4 		$289K Buy
8,065
+254
+3% +$7.37K 0.01% 669
2023
Q3 		$221K Buy
7,811
+964
+14% +$38.9K 0.01% 700
2023
Q2 		$342K Buy
+6,847
New +$231K 0.01% 569

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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return