UAG
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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
Q3 		$310K Sell
9,972
-2,302
-19% -$45.4K 0.03% 445
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% -$9.9K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lisanti Capital Growth
Lisanti Capital Growth New York $373M AUM 178.76% 1-Year Est. Return

United Advisor Group's SDGR Position: Q3 2026 in Review

United Advisor Group reduced its Schrodinger (SDGR) stake by 19% in Q3 2026, selling an estimated $45.4K and leaving 9,972 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #445.

United Advisor Group first reported a position in SDGR in Q1 2024 and has held it in 11 quarters since. The position peaked at $443K in Q1 2024. 116 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • United Advisor Group held 9,972 shares of Schrodinger worth $310K as of Q3 2026.
  • United Advisor Group sold 2,302 Schrodinger shares in Q3 2026, an estimated $45.4K.
  • Schrodinger made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #445 holding.
  • United Advisor Group first reported a position in Schrodinger in Q1 2024 and has held it in 11 quarters since.
  • United Advisor Group's Schrodinger position peaked at $443K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.