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
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

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RCMNY
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VPM
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NAMA
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Sumitomo Mitsui Trust Group
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Massachusetts Financial Services
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UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return