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Prestige Wealth Management Group’s Schrodinger SDGR Stock Holding History

Prestige Wealth Management Group’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 		– Sell
-58
Closed -$659 – 1138
2026
Q1 		$659 Sell
58
-47
-45% -$650 ﹤0.01% 930
2025
Q4 		$1.88K Hold
105
– – ﹤0.01% 775
2025
Q3 		$2.11K Buy
105
+47
+81% +$944 ﹤0.01% 731
2025
Q2 		$1.17K Sell
58
-4
-6% -$91 ﹤0.01% 836
2025
Q1 		$1.22K Buy
+62
New +$1.4K ﹤0.01% 826

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

Prestige Wealth Management Group's SDGR Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of Schrodinger (SDGR) in Q2 2026, closing a stake of 58 shares — an estimated $659 sold.

Prestige Wealth Management Group first reported a position in SDGR in Q1 2025 and held it in 5 quarters. The position peaked at $2.11K in Q3 2025. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Prestige Wealth Management Group reported no remaining Schrodinger position as of Q2 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 58 Schrodinger shares in Q2 2026, an estimated $659.
  • Prestige Wealth Management Group first reported a position in Schrodinger in Q1 2025 and held it in 5 quarters.
  • Prestige Wealth Management Group's Schrodinger position peaked at $2.11K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.