Pinnacle Wealth Planning Services
SDGR icon

Pinnacle Wealth Planning Services’s Schrodinger SDGR Stock Holding History

Pinnacle Wealth Planning Services’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 		$86K Buy
2,771
+27
+1% +$532 0.01% 946
2026
Q2 		$44.6K Buy
2,744
+476
+21% +$6.37K ﹤0.01% 1358
2026
Q1 		$25.8K Buy
2,268
+1,456
+179% +$20.1K ﹤0.01% 1560
2025
Q4 		$14.5K Buy
+812
New +$15.4K ﹤0.01% 1858

Other funds holding SDGR

Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
LF
Lighthouse Financial Largo, Florida $222M AUM 23.63% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's SDGR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Schrodinger (SDGR) stake by 0.98% in Q3 2026, buying an estimated $532 and bringing the position to 2,771 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #946.

Pinnacle Wealth Planning Services first reported a position in SDGR in Q4 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,771 shares of Schrodinger worth $86K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 27 Schrodinger shares in Q3 2026, an estimated $532.
  • Schrodinger made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #946 holding.
  • Pinnacle Wealth Planning Services first reported a position in Schrodinger in Q4 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.