Kestra Advisory Services, LLC

Position in SDGR — Schrodinger, Inc.

CIK 1830819 AUSTIN, TX

Position in SDGR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$824,297

+$240,064 QoQ

Shares Held

50,726

-1.4% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#77

of 228 holders

Holding Since

Sep 2025

4 quarters on record

Healthcare · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $1,795,463 across 5 Health Information Services names. SDGR ranks #1 (45.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SDGR	Schrodinger, Inc. This page	50,726	$824,297
2	VEEV	Veeva Systems Inc	2,382	$422,733
3	TEM	Tempus AI, Inc.	6,911	$400,354
4	WEAV	Weave Communications, Inc.	23,469	$140,579
5	BEATW	HeartBeam, Inc.	10,000	$7,500

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$824,297	50,726	-1.4%	Shares	Sole	2026-07-28
2026-03-31	$584,233	51,429	+2.0%	Shares	Sole	2026-04-30
2025-12-31	$901,634	50,427	+21.6%	Shares	Sole	2026-02-13
2025-09-30	$831,707	41,461	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.