SVB Wealth’s Schrodinger SDGR Stock Holding History

SVB Wealth’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	-64	Closed	-$1.26K	–	1420
2025 Q1	$1.26K	Buy	+64	New	+$1.44K	﹤0.01%	1321

Other funds holding SDGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SVB Wealth's SDGR Position: Q2 2025 in Review

SVB Wealth sold out of Schrodinger (SDGR) in Q2 2025, closing a stake of 64 shares — an estimated $1.26K sold.

SVB Wealth first reported a position in SDGR in Q1 2025 and held it in 1 quarter. The position peaked at $1.26K in Q1 2025. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2025.

SVB Wealth reported no remaining Schrodinger position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 64 Schrodinger shares in Q2 2025, an estimated $1.26K.
SVB Wealth first reported a position in Schrodinger in Q1 2025 and held it in 1 quarter.
SVB Wealth's Schrodinger position peaked at $1.26K in Q1 2025.
232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.