Envestnet Asset Management
SOPH icon

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% 4776

Other funds holding SOPH

GIM
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
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 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 #4776 among its holdings.

71 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 #4776 holding.
  • 71 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.