Wealth Enhancement Advisory Services
SDGR icon

Wealth Enhancement Advisory Services’s Schrodinger SDGR Stock Holding History

Wealth Enhancement Advisory Services’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 		$897K Buy
54,404
+41,329
+316% +$553K ﹤0.01% 2155
2026
Q1 		$151K Buy
+13,075
New +$181K ﹤0.01% 3227

Other funds holding SDGR

LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's SDGR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Schrodinger (SDGR) stake by 316% in Q2 2026, buying an estimated $553K and bringing the position to 54,404 shares worth $897K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

Wealth Enhancement Advisory Services first reported a position in SDGR in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 54,404 shares of Schrodinger worth $897K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 41,329 Schrodinger shares in Q2 2026, an estimated $553K.
  • Schrodinger made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2155 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schrodinger in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.