AWA
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Alta Wealth Advisors’s SOPHiA GENETICS SOPH Stock Holding History

Alta Wealth Advisors’s Portfolio SOPH Stock Details SOPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.98M Hold
1,409,160
– – 2.27% 8
2025
Q4 		$6.58M Hold
1,409,160
– – 2.2% 7
2025
Q3 		$6.71M Buy
+1,409,160
New +$4.84M 2.4% 7
2025
Q2 		– Sell
-1,409,160
Closed -$4.68M – 145
2025
Q1 		$4.68M Hold
1,409,160
– – 2.15% 9
2024
Q4 		$4.33M Hold
1,409,160
– – 1.89% 11
2024
Q3 		$5.14M Hold
1,409,160
– – 2.35% 8
2024
Q2 		$6.45M Hold
1,409,160
– – 3.22% 6
2024
Q1 		$6.95M Hold
1,409,160
– – 3.53% 4
2023
Q4 		$6.64M Hold
1,409,160
– – 3.7% 4
2023
Q3 		$3.59M Hold
1,409,160
– – 2.2% 8
2023
Q2 		$6.31M Hold
1,409,160
– – 3.71% 4
2023
Q1 		$7M Hold
1,409,160
– – 4.42% 3
2022
Q4 		$2.9M Hold
1,409,160
– – 1.96% 11
2022
Q3 		$3.71M Hold
1,409,160
– – 2.65% 9
2022
Q2 		$5.1M Buy
+1,409,160
New +$7.15M 3.53% 3

Other funds holding SOPH

GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Alta Wealth Advisors's SOPH Position: Q1 2026 in Review

Alta Wealth Advisors held its SOPHiA GENETICS (SOPH) position steady in Q1 2026 at 1,409,160 shares worth $6.98M. The position accounts for 2.27% of the portfolio, ranked #8.

Alta Wealth Advisors first reported a position in SOPH in Q2 2022 and has held it in 15 quarters since. The position peaked at $7M in Q1 2023. 49 funds tracked by Wall St. Rank hold SOPH as of Q1 2026.

  • Alta Wealth Advisors held 1,409,160 shares of SOPHiA GENETICS worth $6.98M as of Q1 2026.
  • Alta Wealth Advisors left its SOPHiA GENETICS share count unchanged in Q1 2026.
  • SOPHiA GENETICS made up 2.27% of Alta Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Alta Wealth Advisors first reported a position in SOPHiA GENETICS in Q2 2022 and has held it in 15 quarters since.
  • Alta Wealth Advisors's SOPHiA GENETICS position peaked at $7M in Q1 2023.
  • 49 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q1 2026.

Based on Alta Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.