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 Q2	–	Sell	-660	Closed	-$7.5K	–	2667
2026 Q1	$7.5K	Buy	+660	New	+$9.12K	﹤0.01%	1794

Other funds holding SDGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Root Financial Partners's SDGR Position: Q2 2026 in Review

Root Financial Partners sold out of Schrodinger (SDGR) in Q2 2026, closing a stake of 660 shares — an estimated $7.5K sold.

Root Financial Partners first reported a position in SDGR in Q1 2026 and held it in 1 quarter. The position peaked at $7.5K in Q1 2026. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

Root Financial Partners reported no remaining Schrodinger position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 660 Schrodinger shares in Q2 2026, an estimated $7.5K.
Root Financial Partners first reported a position in Schrodinger in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Schrodinger position peaked at $7.5K in Q1 2026.
231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.