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Wealth Preservation Advisors’s Schrodinger SDGR Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-95
Closed -$1.08K – 795
2026
Q1 		$1.08K Buy
+95
New +$1.31K ﹤0.01% 682

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 Preservation Advisors's SDGR Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Schrodinger (SDGR) in Q2 2026, closing a stake of 95 shares — an estimated $1.08K sold.

Wealth Preservation Advisors first reported a position in SDGR in Q1 2026 and held it in 1 quarter. The position peaked at $1.08K in Q1 2026. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Schrodinger position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 95 Schrodinger shares in Q2 2026, an estimated $1.08K.
  • Wealth Preservation Advisors first reported a position in Schrodinger in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Schrodinger position peaked at $1.08K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.