Compagnie Lombard Odier SCmA’s SOPHiA GENETICS SOPH Stock Holding History

Compagnie Lombard Odier SCmA’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 Q2	$6.09K	Hold	1,055	–	–	﹤0.01%	431
2026 Q1	$5.22K	Hold	1,055	–	–	﹤0.01%	400
2025 Q4	$4.93K	Hold	1,055	–	–	﹤0.01%	397
2025 Q3	$5.02K	Hold	1,055	–	–	﹤0.01%	416
2025 Q2	$3.27K	Hold	1,055	–	–	﹤0.01%	407
2025 Q1	$3.5K	Sell	1,055 -7,000	-87%	-$24.6K	﹤0.01%	446
2024 Q4	$25.1K	Hold	8,055	–	–	﹤0.01%	378
2024 Q3	$29.3K	Sell	8,055 -8,000	-50%	-$32.5K	﹤0.01%	373
2024 Q2	$73.5K	Hold	16,055	–	–	﹤0.01%	308
2024 Q1	$79.2K	Hold	16,055	–	–	﹤0.01%	325
2023 Q4	$75.6K	Hold	16,055	–	–	﹤0.01%	373
2023 Q3	$40.9K	Hold	16,055	–	–	﹤0.01%	439
2023 Q2	$71.9K	Hold	16,055	–	–	﹤0.01%	384
2023 Q1	$79.8K	Hold	16,055	–	–	﹤0.01%	395
2022 Q4	$33K	Buy	16,055 +10,000	+165%	+$22.5K	﹤0.01%	529
2022 Q3	$16K	Buy	+6,055	New	+$21.2K	﹤0.01%	545
2022 Q1	–	Sell	-7,975	Closed	-$113K	–	675
2021 Q4	$113K	Hold	7,975	–	–	﹤0.01%	423
2021 Q3	$140K	Buy	+7,975	New	+$140K	﹤0.01%	396

Other funds holding SOPH

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

AWA

Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Compagnie Lombard Odier SCmA's SOPH Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA held its SOPHiA GENETICS (SOPH) position steady in Q2 2026 at 1,055 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Compagnie Lombard Odier SCmA first reported a position in SOPH in Q3 2021 and has held it in 18 quarters since. The position peaked at $140K in Q3 2021. 19 funds tracked by Wall St. Rank hold SOPH as of Q2 2026.

Compagnie Lombard Odier SCmA held 1,055 shares of SOPHiA GENETICS worth $6.09K as of Q2 2026.
Compagnie Lombard Odier SCmA left its SOPHiA GENETICS share count unchanged in Q2 2026.
SOPHiA GENETICS made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #431 holding.
Compagnie Lombard Odier SCmA first reported a position in SOPHiA GENETICS in Q3 2021 and has held it in 18 quarters since.
Compagnie Lombard Odier SCmA's SOPHiA GENETICS position peaked at $140K in Q3 2021.
19 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.