Stifel Financial
SDGR icon

Stifel Financial’s Schrodinger SDGR Stock Holding History

Stifel Financial’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 		$167K Sell
10,289
-77,890
-88% -$1.04M ﹤0.01% 3550
2026
Q1 		$1M Buy
88,179
+47,768
+118% +$660K ﹤0.01% 2459
2025
Q4 		$723K Sell
40,411
-4,880
-11% -$92.5K ﹤0.01% 2646
2025
Q3 		$909K Buy
45,291
+16,895
+59% +$339K ﹤0.01% 2450
2025
Q2 		$571K Buy
28,396
+12,280
+76% +$280K ﹤0.01% 2699
2025
Q1 		$318K Sell
16,116
-1,390
-8% -$31.3K ﹤0.01% 2936
2024
Q4 		$338K Sell
17,506
-10,035
-36% -$195K ﹤0.01% 2905
2024
Q3 		$511K Buy
27,541
+3,020
+12% +$62K ﹤0.01% 2670
2024
Q2 		$474K Buy
+24,521
New +$565K ﹤0.01% 2651
2023
Q3 		– Sell
-19,406
Closed -$969K – 3391
2023
Q2 		$969K Buy
+19,406
New +$656K ﹤0.01% 2101
2021
Q4 		– Sell
-3,876
Closed -$212K – 3455
2021
Q3 		$212K Buy
3,876
+1,212
+45% +$77.5K ﹤0.01% 3104
2021
Q2 		$201K Sell
2,664
-199
-7% -$14.4K ﹤0.01% 3134
2021
Q1 		$218K Buy
+2,863
New +$257K ﹤0.01% 2977

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
Sumitomo Mitsui Trust Group
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
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

Stifel Financial's SDGR Position: Q2 2026 in Review

Stifel Financial reduced its Schrodinger (SDGR) stake by 88% in Q2 2026, selling an estimated $1.04M and leaving 10,289 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #3550.

Stifel Financial first reported a position in SDGR in Q1 2021 and has held it in 13 quarters since. The position peaked at $1M in Q1 2026. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Stifel Financial held 10,289 shares of Schrodinger worth $167K as of Q2 2026.
  • Stifel Financial sold 77,890 Schrodinger shares in Q2 2026, an estimated $1.04M.
  • Schrodinger made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3550 holding.
  • Stifel Financial first reported a position in Schrodinger in Q1 2021 and has held it in 13 quarters since.
  • Stifel Financial's Schrodinger position peaked at $1M in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.