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Redwood Wealth Management Group’s Schrodinger SDGR Stock Holding History

Redwood 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
-13,428
Closed -$240K – 188
2025
Q4 		$240K Buy
13,428
+361
+3% +$6.84K 0.1% 160
2025
Q3 		$262K Sell
13,067
-415
-3% -$8.34K 0.11% 148
2025
Q2 		$271K Sell
13,482
-480
-3% -$11K 0.12% 146
2025
Q1 		$276K Sell
13,962
-658
-5% -$14.8K 0.14% 130
2024
Q4 		$283K Buy
14,620
+1,132
+8% +$22K 0.14% 131
2024
Q3 		$250K Sell
13,488
-545
-4% -$11.2K 0.12% 141
2024
Q2 		$271K Buy
14,033
+455
+3% +$10.5K 0.2% 97
2024
Q1 		$367K Sell
13,578
-432
-3% -$12.1K 0.39% 82
2023
Q4 		$502K Sell
14,010
-150
-1% -$4.35K 0.56% 50
2023
Q3 		$400K Buy
14,160
+80
+0.6% +$3.22K 0.47% 67
2023
Q2 		$703K Buy
14,080
+127
+0.9% +$4.29K 0.78% 36
2023
Q1 		$367K Buy
13,953
+255
+2% +$6.06K 0.42% 71
2022
Q4 		$256K Buy
+13,698
New +$284K 0.32% 90

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Schrodinger (SDGR) in Q1 2026, closing a stake of 13,428 shares — an estimated $240K sold.

Redwood Wealth Management Group first reported a position in SDGR in Q4 2022 and held it in 13 quarters. The position peaked at $703K in Q2 2023. 228 funds tracked by Wall St. Rank hold SDGR as of Q1 2026.

  • Redwood Wealth Management Group reported no remaining Schrodinger position as of Q1 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 13,428 Schrodinger shares in Q1 2026, an estimated $240K.
  • Redwood Wealth Management Group first reported a position in Schrodinger in Q4 2022 and held it in 13 quarters.
  • Redwood Wealth Management Group's Schrodinger position peaked at $703K in Q2 2023.
  • 228 funds tracked by Wall St. Rank held Schrodinger as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.