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United Financial Planning Group’s SOPHiA GENETICS SOPH Stock Holding History

United Financial Planning Group’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 		– Sell
-170
Closed -$794 – 606
2025
Q4 		$794 Buy
+170
New +$770 ﹤0.01% 376

Other funds holding SOPH

GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 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
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

United Financial Planning Group's SOPH Position: Q1 2026 in Review

United Financial Planning Group sold out of SOPHiA GENETICS (SOPH) in Q1 2026, closing a stake of 170 shares — an estimated $794 sold.

United Financial Planning Group first reported a position in SOPH in Q4 2025 and held it in 1 quarter. The position peaked at $794 in Q4 2025. 49 funds tracked by Wall St. Rank hold SOPH as of Q1 2026.

  • United Financial Planning Group reported no remaining SOPHiA GENETICS position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 170 SOPHiA GENETICS shares in Q1 2026, an estimated $794.
  • United Financial Planning Group first reported a position in SOPHiA GENETICS in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's SOPHiA GENETICS position peaked at $794 in Q4 2025.
  • 49 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.