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Root Financial Partners’s Schrodinger SDGR Stock Holding History

Root Financial Partners’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 		$7.5K Buy
+660
New +$9.12K ﹤0.01% 1794

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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's SDGR Position: Q1 2026 in Review

Root Financial Partners opened a new position in Schrodinger (SDGR) in Q1 2026: 660 shares worth $7.5K. The stake represents ﹤0.01% of the portfolio and ranks #1794 among its holdings.

227 funds tracked by Wall St. Rank hold SDGR as of Q1 2026.

  • Root Financial Partners held 660 shares of Schrodinger worth $7.5K as of Q1 2026.
  • Schrodinger was a new Root Financial Partners position in Q1 2026.
  • Schrodinger made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1794 holding.
  • 227 funds tracked by Wall St. Rank held Schrodinger as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.