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Savvy Advisors Inc’s SOPHiA GENETICS SOPH Stock Holding History

Savvy Advisors Inc’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
Q4 		– Sell
-10,000
Closed -$47.6K – 1077
2025
Q3 		$47.6K Buy
+10,000
New +$34.4K ﹤0.01% 813

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
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $263M AUM 61.9% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Savvy Advisors Inc's SOPH Position: Q4 2025 in Review

Savvy Advisors Inc sold out of SOPHiA GENETICS (SOPH) in Q4 2025, closing a stake of 10,000 shares — an estimated $47.6K sold.

Savvy Advisors Inc first reported a position in SOPH in Q3 2025 and held it in 1 quarter. The position peaked at $47.6K in Q3 2025. 42 funds tracked by Wall St. Rank hold SOPH as of Q4 2025.

  • Savvy Advisors Inc reported no remaining SOPHiA GENETICS position as of Q4 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 10,000 SOPHiA GENETICS shares in Q4 2025, an estimated $47.6K.
  • Savvy Advisors Inc first reported a position in SOPHiA GENETICS in Q3 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's SOPHiA GENETICS position peaked at $47.6K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.