Moloney Securities Asset Management’s SOPHiA GENETICS SOPH Stock Holding History

Moloney Securities 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
2025 Q2	–	Sell	-23,500	Closed	-$78K	–	520
2025 Q1	$78K	Sell	23,500 -24,000	-51%	-$84.3K	0.01%	460
2024 Q4	$146K	Sell	47,500 -34,000	-42%	-$116K	0.02%	431
2024 Q3	$297K	Sell	81,500 -83,500	-51%	-$339K	0.04%	359
2024 Q2	$756K	Sell	165,000 -13,000	-7%	-$63.4K	0.11%	210
2024 Q1	$878K	Buy	178,000 +93,800	+111%	+$453K	0.13%	188
2023 Q4	$397K	Buy	84,200 +59,700	+244%	+$223K	0.06%	289
2023 Q3	$62.4K	Hold	24,500	–	–	0.01%	407
2023 Q2	$110K	Sell	24,500 -4,000	-14%	-$18.1K	0.02%	392
2023 Q1	$142K	Sell	28,500 -25,450	-47%	-$82.4K	0.03%	387
2022 Q4	$111K	Buy	53,950 +32,500	+152%	+$73K	0.02%	372
2022 Q3	$56K	Sell	21,450 -17,000	-44%	-$59.6K	0.01%	359
2022 Q2	$139K	Sell	38,450 -33,000	-46%	-$167K	0.03%	345
2022 Q1	$552K	Buy	71,450 +30,800	+76%	+$346K	0.11%	212
2021 Q4	$573K	Buy	40,650 +11,400	+39%	+$168K	0.1%	223
2021 Q3	$513K	Buy	+29,250	New	+$514K	0.09%	237

Other funds holding SOPH

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

BPC

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Moloney Securities Asset Management's SOPH Position: Q2 2025 in Review

Moloney Securities Asset Management sold out of SOPHiA GENETICS (SOPH) in Q2 2025, closing a stake of 23,500 shares — an estimated $78K sold.

Moloney Securities Asset Management first reported a position in SOPH in Q3 2021 and held it in 15 quarters. The position peaked at $878K in Q1 2024. 32 funds tracked by Wall St. Rank hold SOPH as of Q2 2025.

Moloney Securities Asset Management reported no remaining SOPHiA GENETICS position as of Q2 2025 after selling out during the quarter.
Moloney Securities Asset Management sold 23,500 SOPHiA GENETICS shares in Q2 2025, an estimated $78K.
Moloney Securities Asset Management first reported a position in SOPHiA GENETICS in Q3 2021 and held it in 15 quarters.
Moloney Securities Asset Management's SOPHiA GENETICS position peaked at $878K in Q1 2024.
32 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2025.

Based on Moloney Securities Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.