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Twin Peaks Wealth Advisors’s Schrodinger SDGR Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-55
Closed -$625 – 1834
2026
Q1 		$625 Buy
+55
New +$760 ﹤0.01% 1994

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

Twin Peaks Wealth Advisors's SDGR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Schrodinger (SDGR) in Q2 2026, closing a stake of 55 shares — an estimated $625 sold.

Twin Peaks Wealth Advisors first reported a position in SDGR in Q1 2026 and held it in 1 quarter. The position peaked at $625 in Q1 2026. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Schrodinger position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 55 Schrodinger shares in Q2 2026, an estimated $625.
  • Twin Peaks Wealth Advisors first reported a position in Schrodinger in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Schrodinger position peaked at $625 in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.