Whittier Trust’s Schrodinger SDGR Stock Holding History

Whittier Trust’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	$170	Hold	10	–	–	﹤0.01%	1341
2026 Q1	$115	Hold	10	–	–	﹤0.01%	1338
2025 Q4	$188	Hold	10	–	–	﹤0.01%	1346
2025 Q3	$206	Hold	10	–	–	﹤0.01%	1370
2025 Q2	$201	Hold	10	–	–	﹤0.01%	1490
2025 Q1	$197	Hold	10	–	–	﹤0.01%	1477
2024 Q4	$192	Hold	10	–	–	﹤0.01%	1528
2024 Q3	$185	Hold	10	–	–	﹤0.01%	1533
2024 Q2	$193	Hold	10	–	–	﹤0.01%	1501
2024 Q1	$270	Hold	10	–	–	﹤0.01%	1494
2023 Q4	$357	Hold	10	–	–	﹤0.01%	1482
2023 Q3	$282	Hold	10	–	–	﹤0.01%	1614
2023 Q2	$499	Hold	10	–	–	﹤0.01%	1515
2023 Q1	$263	Hold	10	–	–	﹤0.01%	1577
2022 Q4	$186	Sell	10 -439	-98%	-$9.1K	﹤0.01%	1598
2022 Q3	$11K	Buy	449 +139	+45%	+$4.09K	﹤0.01%	1326
2022 Q2	$8K	Hold	310	–	–	﹤0.01%	1361
2022 Q1	$11K	Hold	310	–	–	﹤0.01%	1325
2021 Q4	$11K	Hold	310	–	–	﹤0.01%	1307
2021 Q3	$17K	Buy	310 +50	+19%	+$3.2K	﹤0.01%	1167
2021 Q2	$20K	Buy	260 +250	+2,500%	+$18.1K	﹤0.01%	1145
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	1494
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	1377
2020 Q3	$0	Buy	+10	New	+$688	﹤0.01%	1500

Other funds holding SDGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Whittier Trust's SDGR Position: Q2 2026 in Review

Whittier Trust held its Schrodinger (SDGR) position steady in Q2 2026 at 10 shares worth $170. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Whittier Trust first reported a position in SDGR in Q3 2020 and has held it in 24 quarters since. The position peaked at $20K in Q2 2021. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

Whittier Trust held 10 shares of Schrodinger worth $170 as of Q2 2026.
Whittier Trust left its Schrodinger share count unchanged in Q2 2026.
Schrodinger made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1341 holding.
Whittier Trust first reported a position in Schrodinger in Q3 2020 and has held it in 24 quarters since.
Whittier Trust's Schrodinger position peaked at $20K in Q2 2021.
232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.