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Principal Securities’s Schrodinger SDGR Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-3
Closed -$60 – 3135
2025
Q3 		$60 Sell
3
-85
-97% -$1.71K ﹤0.01% 3716
2025
Q2 		$1.77K Buy
88
+23
+35% +$525 ﹤0.01% 3180
2025
Q1 		$1.25K Hold
65
– – ﹤0.01% 3157
2024
Q4 		$1.25K Sell
65
-27
-29% -$524 ﹤0.01% 3151
2024
Q3 		$1.71K Buy
92
+31
+51% +$637 ﹤0.01% 2999
2024
Q2 		$1.18K Sell
61
-1
-2% -$23 ﹤0.01% 3030
2024
Q1 		$1.67K Buy
62
+15
+32% +$419 ﹤0.01% 2919
2023
Q4 		$1.68K Buy
+47
New +$1.36K ﹤0.01% 2856

Other funds holding SDGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Principal Securities's SDGR Position: Q4 2025 in Review

Principal Securities sold out of Schrodinger (SDGR) in Q4 2025, closing a stake of 3 shares — an estimated $60 sold.

Principal Securities first reported a position in SDGR in Q4 2023 and held it in 8 quarters. The position peaked at $1.77K in Q2 2025. 221 funds tracked by Wall St. Rank hold SDGR as of Q4 2025.

  • Principal Securities reported no remaining Schrodinger position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3 Schrodinger shares in Q4 2025, an estimated $60.
  • Principal Securities first reported a position in Schrodinger in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Schrodinger position peaked at $1.77K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Schrodinger as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.