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Steward Partners Investment Advisory’s SOPHiA GENETICS SOPH Stock Holding History

Steward Partners Investment Advisory’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
-15
Closed -$50 – 4234
2025
Q1 		$50 Hold
15
– – ﹤0.01% 3962
2024
Q4 		$46 Buy
+15
New +$51 ﹤0.01% 3934

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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Millennium Management
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
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Federated Hermes
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

Steward Partners Investment Advisory's SOPH Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of SOPHiA GENETICS (SOPH) in Q2 2025, closing a stake of 15 shares — an estimated $50 sold.

Steward Partners Investment Advisory first reported a position in SOPH in Q4 2024 and held it in 2 quarters. The position peaked at $50 in Q1 2025. 32 funds tracked by Wall St. Rank hold SOPH as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining SOPHiA GENETICS position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 15 SOPHiA GENETICS shares in Q2 2025, an estimated $50.
  • Steward Partners Investment Advisory first reported a position in SOPHiA GENETICS in Q4 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's SOPHiA GENETICS position peaked at $50 in Q1 2025.
  • 32 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.