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Plante Moran Financial Advisors’s Schrodinger SDGR Stock Holding History

Plante Moran Financial 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 		$520 Buy
+32
New +$428 ﹤0.01% 1107
2024
Q2 		– Sell
-97
Closed -$2.62K – 868
2024
Q1 		$2.62K Buy
+97
New +$2.71K ﹤0.01% 750

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's SDGR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Schrodinger (SDGR) in Q2 2026: 32 shares worth $520. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SDGR as recently as Q1 2024.

Plante Moran Financial Advisors first reported a position in SDGR in Q1 2024 and has held it in 2 quarters since. The position peaked at $2.62K in Q1 2024. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Plante Moran Financial Advisors held 32 shares of Schrodinger worth $520 as of Q2 2026.
  • Schrodinger was a new Plante Moran Financial Advisors position in Q2 2026.
  • Schrodinger made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1107 holding.
  • Plante Moran Financial Advisors first reported a position in Schrodinger in Q1 2024 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Schrodinger position peaked at $2.62K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.