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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 $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
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Perigon Wealth Management's SDGR Position: Q1 2026 in Review

Perigon Wealth Management sold out of Schrodinger (SDGR) in Q1 2026, closing a stake of 20,705 shares — an estimated $370K sold.

Perigon Wealth Management first reported a position in SDGR in Q2 2023 and held it in 7 quarters. The position peaked at $370K in Q4 2025. 229 funds tracked by Wall St. Rank hold SDGR as of Q1 2026.

  • Perigon Wealth Management reported no remaining Schrodinger position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 20,705 Schrodinger shares in Q1 2026, an estimated $370K.
  • Perigon Wealth Management first reported a position in Schrodinger in Q2 2023 and held it in 7 quarters.
  • Perigon Wealth Management's Schrodinger position peaked at $370K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Schrodinger as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.