Morgan Stanley
SOPH icon

Morgan Stanley’s SOPHiA GENETICS SOPH Stock Holding History

Morgan Stanley’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
Q1 		$115K Sell
23,180
-24,867
-52% -$121K ﹤0.01% 6100
2025
Q4 		$224K Buy
48,047
+6,513
+16% +$29.5K ﹤0.01% 5888
2025
Q3 		$198K Buy
41,534
+6,324
+18% +$21.7K ﹤0.01% 5897
2025
Q2 		$109K Sell
35,210
-926
-3% -$2.76K ﹤0.01% 6093
2025
Q1 		$120K Sell
36,136
-965
-3% -$3.39K ﹤0.01% 5931
2024
Q4 		$114K Sell
37,101
-10,095
-21% -$34.4K ﹤0.01% 6008
2024
Q3 		$172K Sell
47,196
-12,881
-21% -$52.3K ﹤0.01% 5803
2024
Q2 		$275K Buy
60,077
+13,530
+29% +$66K ﹤0.01% 5541
2024
Q1 		$229K Sell
46,547
-45,563
-49% -$220K ﹤0.01% 5687
2023
Q4 		$434K Buy
92,110
+43,859
+91% +$164K ﹤0.01% 5675
2023
Q3 		$123K Buy
48,251
+13,712
+40% +$43.5K ﹤0.01% 5789
2023
Q2 		$155K Buy
34,539
+60
+0.2% +$271 ﹤0.01% 5756
2023
Q1 		$171K Buy
34,479
+14,550
+73% +$47.1K ﹤0.01% 5780
2022
Q4 		$41.1K Sell
19,929
-424,093
-96% -$952K ﹤0.01% 6376
2022
Q3 		$1.17M Buy
444,022
+413,267
+1,344% +$1.45M ﹤0.01% 4794
2022
Q2 		$111K Buy
30,755
+8,427
+38% +$42.7K ﹤0.01% 6220
2022
Q1 		$173K Buy
22,328
+4,534
+25% +$50.9K ﹤0.01% 5999
2021
Q4 		$251K Sell
17,794
-84,475
-83% -$1.25M ﹤0.01% 5945
2021
Q3 		$1.79M Buy
+102,269
New +$1.8M ﹤0.01% 4657

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 $6.12B AUM 15.27% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $8.63B AUM 20.68% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return