WANY
SDGR icon

Wealthspire Advisors (New York)’s Schrodinger SDGR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-766
Closed -$15.4K – 2549
2025
Q3 		$15.4K Buy
+766
New +$15.4K ﹤0.01% 1818
2021
Q2 		– Sell
-6,688
Closed -$510K – 606
2021
Q1 		$510K Hold
6,688
– – 0.01% 394
2020
Q4 		$530K Buy
+6,688
New +$421K 0.02% 295

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 $31.7B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s SDGR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Schrodinger (SDGR) in Q4 2025, closing a stake of 766 shares — an estimated $15.4K sold.

Wealthspire Advisors (New York) first reported a position in SDGR in Q4 2020 and held it in 3 quarters. The position peaked at $530K in Q4 2020. 222 funds tracked by Wall St. Rank hold SDGR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Schrodinger position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 766 Schrodinger shares in Q4 2025, an estimated $15.4K.
  • Wealthspire Advisors (New York) first reported a position in Schrodinger in Q4 2020 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Schrodinger position peaked at $530K in Q4 2020.
  • 222 funds tracked by Wall St. Rank held Schrodinger as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.