Position in SDGR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$188,110
+$56,607 QoQ
Shares Held
11,576
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#144
of 229 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SDGR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Connecticut Wealth Management, LLC holds $389,006 across 2 Health Information Services names. SDGR ranks #2 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,132 | $200,896 | |
| 2 | SDGR |
Schrodinger, Inc.
This page
|
11,576 | $188,110 |
All Filings in SDGR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,110 | 11,576 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $131,503 | 11,576 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $206,978 | 11,576 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $232,214 | 11,576 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $243,995 | 12,127 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||