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

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

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. 231 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.
  • 231 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.