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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
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

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

Pinnacle Wealth Planning Services's SDGR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Schrodinger (SDGR) stake by 21% in Q2 2026, buying an estimated $6.37K and bringing the position to 2,744 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Pinnacle Wealth Planning Services first reported a position in SDGR in Q4 2025 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,744 shares of Schrodinger worth $44.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 476 Schrodinger shares in Q2 2026, an estimated $6.37K.
  • Schrodinger made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1358 holding.
  • Pinnacle Wealth Planning Services first reported a position in Schrodinger in Q4 2025 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.