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Private Wealth Management Group’s Schrodinger SDGR Stock Holding History

Private 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
Q1 		– Sell
-23
Closed -$412 – 1536
2025
Q4 		$412 Hold
23
– – ﹤0.01% 1416
2025
Q3 		$462 Hold
23
– – ﹤0.01% 1425
2025
Q2 		$463 Hold
23
– – ﹤0.01% 1426
2025
Q1 		$455 Hold
23
– – ﹤0.01% 1417
2024
Q4 		$444 Hold
23
– – ﹤0.01% 1457
2024
Q3 		$427 Hold
23
– – ﹤0.01% 1440
2024
Q2 		$445 Sell
23
-66
-74% -$1.52K ﹤0.01% 1465
2024
Q1 		$2.4K Hold
89
– – ﹤0.01% 892
2023
Q4 		$3.19K Buy
+89
New +$2.58K ﹤0.01% 778

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
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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

Private Wealth Management Group's SDGR Position: Q1 2026 in Review

Private Wealth Management Group sold out of Schrodinger (SDGR) in Q1 2026, closing a stake of 23 shares — an estimated $412 sold.

Private Wealth Management Group first reported a position in SDGR in Q4 2023 and held it in 9 quarters. The position peaked at $3.19K in Q4 2023. 229 funds tracked by Wall St. Rank hold SDGR as of Q1 2026.

  • Private Wealth Management Group reported no remaining Schrodinger position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 23 Schrodinger shares in Q1 2026, an estimated $412.
  • Private Wealth Management Group first reported a position in Schrodinger in Q4 2023 and held it in 9 quarters.
  • Private Wealth Management Group's Schrodinger position peaked at $3.19K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held Schrodinger as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.