Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Schrodinger SDGR Stock Holding History

Steward Partners Investment Advisory’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 		$699 Sell
43
-90
-68% -$1.2K ﹤0.01% 4427
2026
Q1 		$1.51K Hold
133
– – ﹤0.01% 4122
2025
Q4 		$2.38K Hold
133
– – ﹤0.01% 3917
2025
Q3 		$2.67K Hold
133
– – ﹤0.01% 3845
2025
Q2 		$2.68K Sell
133
-65
-33% -$1.48K ﹤0.01% 3669
2025
Q1 		$3.91K Hold
198
– – ﹤0.01% 3459
2024
Q4 		$3.82K Hold
198
– – ﹤0.01% 3457
2024
Q3 		$3.67K Sell
198
-250
-56% -$5.13K ﹤0.01% 3277
2024
Q2 		$8.66K Hold
448
– – ﹤0.01% 2866
2024
Q1 		$12.1K Sell
448
-400
-47% -$11.2K ﹤0.01% 2739
2023
Q4 		$30.4K Buy
848
+43
+5% +$1.25K ﹤0.01% 2197
2023
Q3 		$22.8K Buy
805
+250
+45% +$10.1K ﹤0.01% 2240
2023
Q2 		$27.7K Sell
555
-100
-15% -$3.38K ﹤0.01% 2133
2023
Q1 		$17.2K Buy
655
+200
+44% +$4.75K ﹤0.01% 2314
2022
Q4 		$8.5K Hold
455
– – ﹤0.01% 2590
2022
Q3 		$11K Hold
455
– – ﹤0.01% 2501
2022
Q2 		$12K Hold
455
– – ﹤0.01% 2460
2022
Q1 		$16K Hold
455
– – ﹤0.01% 2471
2021
Q4 		$16K Sell
455
-82
-15% -$3.74K ﹤0.01% 2419
2021
Q3 		$29K Sell
537
-150
-22% -$9.6K ﹤0.01% 2161
2021
Q2 		$52K Sell
687
-5
-0.7% -$362 ﹤0.01% 3283
2021
Q1 		$52.8K Sell
692
-1,008
-59% -$90.6K ﹤0.01% 1953
2020
Q4 		$135K Buy
1,700
+1,500
+750% +$94.3K ﹤0.01% 1241
2020
Q3 		$10K Hold
200
– – ﹤0.01% 2150
2020
Q2 		$18K Sell
200
-150
-43% -$8.73K ﹤0.01% 1816
2020
Q1 		$15K Buy
+350
New +$13.2K ﹤0.01% 1718

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
Rubric Capital Management (New York)
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Steward Partners Investment Advisory's SDGR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Schrodinger (SDGR) stake by 68% in Q2 2026, selling an estimated $1.2K and leaving 43 shares worth $699. The position accounts for ﹤0.01% of the portfolio, ranked #4427.

Steward Partners Investment Advisory first reported a position in SDGR in Q1 2020 and has held it in 26 quarters since. The position peaked at $135K in Q4 2020. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Steward Partners Investment Advisory held 43 shares of Schrodinger worth $699 as of Q2 2026.
  • Steward Partners Investment Advisory sold 90 Schrodinger shares in Q2 2026, an estimated $1.2K.
  • Schrodinger made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4427 holding.
  • Steward Partners Investment Advisory first reported a position in Schrodinger in Q1 2020 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's Schrodinger position peaked at $135K in Q4 2020.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.