Edmond de Rothschild Holding’s SOPHiA GENETICS SOPH Stock Holding History

Edmond de Rothschild Holding’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	$1.15M	Sell	200,004 -3,330	-2%	-$16.9K	0.02%	288
2026 Q1	$1.01M	Hold	203,334	–	–	0.01%	288
2025 Q4	$950K	Hold	203,334	–	–	0.01%	297
2025 Q3	$968K	Hold	203,334	–	–	0.02%	294
2025 Q2	$630K	Hold	203,334	–	–	0.01%	316
2025 Q1	$675K	Hold	203,334	–	–	0.01%	300
2024 Q4	$634K	Hold	203,334	–	–	0.01%	314
2024 Q3	$739K	Hold	203,334	–	–	0.01%	292
2024 Q2	$931K	Hold	203,334	–	–	0.02%	291
2024 Q1	$1M	Buy	203,334 +9,700	+5%	+$46.8K	0.02%	310
2023 Q4	$912K	Hold	193,634	–	–	0.02%	311
2023 Q3	$494K	Hold	193,634	–	–	0.01%	364
2023 Q2	$867K	Hold	193,634	–	–	0.02%	337
2023 Q1	$962K	Buy	193,634 +12,300	+7%	+$39.8K	0.02%	328
2022 Q4	$374K	Hold	181,334	–	–	0.01%	401
2022 Q3	$477K	Buy	181,334 +17,579	+11%	+$61.6K	0.01%	370
2022 Q2	$593K	Buy	+163,755	New	+$831K	0.01%	376

Other funds holding SOPH

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Edmond de Rothschild Holding's SOPH Position: Q2 2026 in Review

Edmond de Rothschild Holding reduced its SOPHiA GENETICS (SOPH) stake by 1.6% in Q2 2026, selling an estimated $16.9K and leaving 200,004 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #288.

Edmond de Rothschild Holding first reported a position in SOPH in Q2 2022 and has held it in 17 quarters since. 71 funds tracked by Wall St. Rank hold SOPH as of Q2 2026.

Edmond de Rothschild Holding held 200,004 shares of SOPHiA GENETICS worth $1.15M as of Q2 2026.
Edmond de Rothschild Holding sold 3,330 SOPHiA GENETICS shares in Q2 2026, an estimated $16.9K.
SOPHiA GENETICS made up 0.02% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #288 holding.
Edmond de Rothschild Holding first reported a position in SOPHiA GENETICS in Q2 2022 and has held it in 17 quarters since.
71 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.