Envestnet Asset Management

Envestnet Asset Management’s SOPHiA GENETICS SOPH Stock Holding History

Envestnet Asset Management’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	$82.2K	Buy	+14,243	New	+$72.3K	﹤0.01%	4774

Other funds holding SOPH

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

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

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

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

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

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

Walleye Capital

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

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

First Dallas Securities Dallas, Texas $303M AUM 47.81% 1-Year Est. Return

Envestnet Asset Management's SOPH Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in SOPHiA GENETICS (SOPH) in Q2 2026: 14,243 shares worth $82.2K. The stake represents ﹤0.01% of the portfolio and ranks #4774 among its holdings.

16 funds tracked by Wall St. Rank hold SOPH as of Q2 2026.

Envestnet Asset Management held 14,243 shares of SOPHiA GENETICS worth $82.2K as of Q2 2026.
SOPHiA GENETICS was a new Envestnet Asset Management position in Q2 2026.
SOPHiA GENETICS made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4774 holding.
16 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.