Hennion & Walsh Asset Management’s SOPHiA GENETICS SOPH Stock Holding History

Hennion & Walsh 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 Q3	$991K	Buy	118,262 +19,915	+20%	+$143K	0.03%	572
2026 Q2	$567K	Buy	+98,347	New	+$499K	0.02%	712

Other funds holding SOPH

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

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Hennion & Walsh Asset Management's SOPH Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its SOPHiA GENETICS (SOPH) stake by 20% in Q3 2026, buying an estimated $143K and bringing the position to 118,262 shares worth $991K. The position accounts for 0.03% of the portfolio, ranked #572.

Hennion & Walsh Asset Management first reported a position in SOPH in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold SOPH as of Q3 2026.

Hennion & Walsh Asset Management held 118,262 shares of SOPHiA GENETICS worth $991K as of Q3 2026.
Hennion & Walsh Asset Management bought 19,915 SOPHiA GENETICS shares in Q3 2026, an estimated $143K.
SOPHiA GENETICS made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #572 holding.
Hennion & Walsh Asset Management first reported a position in SOPHiA GENETICS in Q2 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.