UBS AM
SDGR icon

UBS AM’s Schrodinger SDGR Stock Holding History

UBS AM’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 		$36.1M Sell
2,221,485
-438,798
-16% -$5.87M 0.01% 734
2026
Q1 		$30.2M Sell
2,660,283
-1,057,607
-28% -$14.6M 0.01% 744
2025
Q4 		$66.5M Buy
3,717,890
+414,231
+13% +$7.85M 0.01% 563
2025
Q3 		$66.3M Sell
3,303,659
-111,621
-3% -$2.24M 0.01% 551
2025
Q2 		$68.7M Sell
3,415,280
-942,252
-22% -$21.5M 0.01% 615
2025
Q1 		$86M Buy
4,357,532
+2,737,728
+169% +$61.6M 0.02% 574
2024
Q4 		$31.2M Sell
1,619,804
-537,892
-25% -$10.4M 0.01% 791
2024
Q3 		$40M Sell
2,157,696
-5,742
-0.3% -$118K 0.01% 723
2024
Q2 		$41.8M Buy
2,163,438
+2,083,523
+2,607% +$48M 0.01% 654
2024
Q1 		$2.16M Hold
79,915
– – ﹤0.01% 1658
2023
Q4 		$2.86M Buy
79,915
+4,032
+5% +$117K ﹤0.01% 1506
2023
Q3 		$2.15M Buy
75,883
+1,663
+2% +$67K ﹤0.01% 1588
2023
Q2 		$1.95M Hold
74,220
– – ﹤0.01% 1660
2023
Q1 		$1.95M Buy
74,220
+6,528
+10% +$155K ﹤0.01% 1660
2022
Q4 		$1.27M Buy
67,692
+8,030
+13% +$166K ﹤0.01% 1738
2022
Q3 		$1.49M Buy
59,662
+3,624
+6% +$107K ﹤0.01% 1750
2022
Q2 		$1.48M Sell
56,038
-10,058
-15% -$270K ﹤0.01% 1759
2022
Q1 		$2.26M Sell
66,096
-159,506
-71% -$4.85M ﹤0.01% 1744
2021
Q4 		$7.86M Buy
225,602
+38,618
+21% +$1.76M ﹤0.01% 1215
2021
Q3 		$10.2M Buy
186,984
+663
+0.4% +$42.4K ﹤0.01% 1086
2021
Q2 		$14.1M Buy
186,321
+11,338
+6% +$822K 0.01% 992
2021
Q1 		$13.3M Sell
174,983
-25,796
-13% -$2.32M 0.01% 984
2020
Q4 		$15.9M Buy
200,779
+137,528
+217% +$8.65M 0.01% 906
2020
Q3 		$3.01M Buy
63,251
+53,981
+582% +$3.71M ﹤0.01% 1368
2020
Q2 		$849K Buy
+9,270
New +$540K ﹤0.01% 1875

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS AM's SDGR Position: Q2 2026 in Review

UBS AM reduced its Schrodinger (SDGR) stake by 16% in Q2 2026, selling an estimated $5.87M and leaving 2,221,485 shares worth $36.1M. The position accounts for 0.01% of the portfolio, ranked #734.

UBS AM first reported a position in SDGR in Q2 2020 and has held it in 25 quarters since. The position peaked at $86M in Q1 2025. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • UBS AM held 2,221,485 shares of Schrodinger worth $36.1M as of Q2 2026.
  • UBS AM sold 438,798 Schrodinger shares in Q2 2026, an estimated $5.87M.
  • Schrodinger made up 0.01% of UBS AM's portfolio in Q2 2026, its #734 holding.
  • UBS AM first reported a position in Schrodinger in Q2 2020 and has held it in 25 quarters since.
  • UBS AM's Schrodinger position peaked at $86M in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.