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
Q2 		$216K Buy
37,497
+14,317
+62% +$72.6K ﹤0.01% 5918
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 Buy
46,547
+492
+1% +$2.38K ﹤0.01% 5687
2023
Q4 		$217K Sell
46,055
-2,196
-5% -$8.21K ﹤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 $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

Morgan Stanley's SOPH Position: Q2 2026 in Review

Morgan Stanley increased its SOPHiA GENETICS (SOPH) stake by 62% in Q2 2026, buying an estimated $72.6K and bringing the position to 37,497 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #5918.

Morgan Stanley first reported a position in SOPH in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.79M in Q3 2021. 72 funds tracked by Wall St. Rank hold SOPH as of Q2 2026.

  • Morgan Stanley held 37,497 shares of SOPHiA GENETICS worth $216K as of Q2 2026.
  • Morgan Stanley bought 14,317 SOPHiA GENETICS shares in Q2 2026, an estimated $72.6K.
  • SOPHiA GENETICS made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5918 holding.
  • Morgan Stanley first reported a position in SOPHiA GENETICS in Q3 2021 and has held it in 20 quarters since.
  • Morgan Stanley's SOPHiA GENETICS position peaked at $1.79M in Q3 2021.
  • 72 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.