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Integrated Wealth Concepts’s SOPHiA GENETICS SOPH Stock Holding History

Integrated Wealth Concepts’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 		$703 Buy
+122
New +$619 ﹤0.01% 5604

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

Integrated Wealth Concepts's SOPH Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in SOPHiA GENETICS (SOPH) in Q2 2026: 122 shares worth $703. The stake represents ﹤0.01% of the portfolio and ranks #5604 among its holdings.

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

  • Integrated Wealth Concepts held 122 shares of SOPHiA GENETICS worth $703 as of Q2 2026.
  • SOPHiA GENETICS was a new Integrated Wealth Concepts position in Q2 2026.
  • SOPHiA GENETICS made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5604 holding.
  • 72 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.