Summit Securities Group
SDGR icon

Summit Securities Group’s Schrodinger SDGR Stock Holding History

Summit Securities Group’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
Q3 		$441K Buy
+14,200
New +$280K 0.04% 190
2025
Q3 		– Sell
-6,962
Closed -$140K – 1313
2025
Q2 		$140K Buy
+6,962
New +$159K 0.03% 307
2025
Q1 		– Sell
-591
Closed -$11.4K – 1066
2024
Q4 		$11.4K Buy
591
+444
+302% +$8.62K ﹤0.01% 430
2024
Q3 		$3K Buy
+147
New +$3.02K ﹤0.01% 465

Other funds holding SDGR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $8.04B AUM 33.34% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Summit Securities Group's SDGR Position: Q3 2026 in Review

Summit Securities Group opened a new position in Schrodinger (SDGR) in Q3 2026: 14,200 shares worth $441K. The stake represents 0.04% of the portfolio and ranks #190 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SDGR as recently as Q2 2025.

Summit Securities Group first reported a position in SDGR in Q3 2024 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • Summit Securities Group held 14,200 shares of Schrodinger worth $441K as of Q3 2026.
  • Schrodinger was a new Summit Securities Group position in Q3 2026.
  • Schrodinger made up 0.04% of Summit Securities Group's portfolio in Q3 2026, its #190 holding.
  • Summit Securities Group first reported a position in Schrodinger in Q3 2024 and has held it in 4 quarters since.
  • 221 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.