UAG
SDGR icon

United Advisor Group’s Schrodinger SDGR Stock Holding History

United Advisor 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
Q2 		$199K Sell
12,274
-1,344
-10% -$18K 0.02% 524
2026
Q1 		$155K Sell
13,618
-821
-6% -$11.3K 0.02% 493
2025
Q4 		$258K Sell
14,439
-5,210
-27% -$98.8K 0.03% 410
2025
Q3 		$394K Sell
19,649
-494
-2% -$9.93K 0.05% 308
2025
Q2 		$405K Buy
20,143
+79
+0.4% +$1.8K 0.07% 261
2025
Q1 		$396K Buy
20,064
+295
+1% +$6.64K 0.08% 224
2024
Q4 		$381K Buy
19,769
+634
+3% +$12.3K 0.08% 241
2024
Q3 		$355K Buy
19,135
+27
+0.1% +$555 0.08% 250
2024
Q2 		$370K Buy
19,108
+2,686
+16% +$61.9K 0.11% 173
2024
Q1 		$443K Buy
+16,422
New +$459K 0.17% 129

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

United Advisor Group's SDGR Position: Q2 2026 in Review

United Advisor Group reduced its Schrodinger (SDGR) stake by 9.9% in Q2 2026, selling an estimated $18K and leaving 12,274 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #524.

United Advisor Group first reported a position in SDGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $443K in Q1 2024. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • United Advisor Group held 12,274 shares of Schrodinger worth $199K as of Q2 2026.
  • United Advisor Group sold 1,344 Schrodinger shares in Q2 2026, an estimated $18K.
  • Schrodinger made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #524 holding.
  • United Advisor Group first reported a position in Schrodinger in Q1 2024 and has held it in 10 quarters since.
  • United Advisor Group's Schrodinger position peaked at $443K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.