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Spire Wealth Management’s Schrodinger SDGR Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-186
Closed -$3.67K – 2536
2025
Q1 		$3.67K Sell
186
-300
-62% -$6.75K ﹤0.01% 2144
2024
Q4 		$9.38K Hold
486
– – ﹤0.01% 1849
2024
Q3 		$9.02K Hold
486
– – ﹤0.01% 1661
2024
Q2 		$9.4K Buy
486
+86
+22% +$1.98K ﹤0.01% 1654
2024
Q1 		$10.8K Hold
400
– – ﹤0.01% 1689
2023
Q4 		$10.6K Sell
400
-600
-60% -$17.4K ﹤0.01% 1744
2023
Q3 		$28.3K Buy
1,000
+400
+67% +$16.1K ﹤0.01% 1374
2023
Q2 		$30K Hold
600
– – ﹤0.01% 1412
2023
Q1 		$15.8K Sell
600
-5
-0.8% -$119 ﹤0.01% 1702
2022
Q4 		$11K Hold
605
– – ﹤0.01% 1586
2022
Q3 		$15K Hold
605
– – ﹤0.01% 1448
2022
Q2 		$16K Buy
605
+5
+0.8% +$134 ﹤0.01% 1760
2022
Q1 		$20K Sell
600
-1,808
-75% -$54.9K ﹤0.01% 1818
2021
Q4 		$84K Buy
2,408
+1,633
+211% +$74.5K ﹤0.01% 1486
2021
Q3 		$42K Buy
775
+17
+2% +$1.09K ﹤0.01% 1553
2021
Q2 		$57K Sell
758
-3,196
-81% -$232K ﹤0.01% 1429
2021
Q1 		$286K Buy
+3,954
New +$356K 0.01% 892

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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Spire Wealth Management's SDGR Position: Q2 2025 in Review

Spire Wealth Management sold out of Schrodinger (SDGR) in Q2 2025, closing a stake of 186 shares — an estimated $3.67K sold.

Spire Wealth Management first reported a position in SDGR in Q1 2021 and held it in 17 quarters. The position peaked at $286K in Q1 2021. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2025.

  • Spire Wealth Management reported no remaining Schrodinger position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 186 Schrodinger shares in Q2 2025, an estimated $3.67K.
  • Spire Wealth Management first reported a position in Schrodinger in Q1 2021 and held it in 17 quarters.
  • Spire Wealth Management's Schrodinger position peaked at $286K in Q1 2021.
  • 232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.