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Wealth Enhancement Trust Services’s Schrodinger SDGR Stock Holding History

Wealth Enhancement Trust 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 		$2.76K Buy
+170
New +$2.27K ﹤0.01% 950

Other funds holding SDGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
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
VCM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Schrodinger (SDGR) in Q2 2026: 170 shares worth $2.76K. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings.

162 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Wealth Enhancement Trust Services held 170 shares of Schrodinger worth $2.76K as of Q2 2026.
  • Schrodinger was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Schrodinger made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #950 holding.
  • 162 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

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