Wells Fargo
SOPH icon

Wells Fargo’s SOPHiA GENETICS SOPH Stock Holding History

Wells Fargo’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
Q1 		– Sell
-700
Closed -$2.15K – 7247
2024
Q4 		$2.15K Hold
700
– – ﹤0.01% 6182
2024
Q3 		$2.56K Hold
700
– – ﹤0.01% 6028
2024
Q2 		$3.21K Hold
700
– – ﹤0.01% 5943
2024
Q1 		$3.45K Hold
700
– – ﹤0.01% 5949
2023
Q4 		$3.3K Hold
700
– – ﹤0.01% 6022
2023
Q3 		$1.78K Buy
+700
New +$2.22K ﹤0.01% 6108

Other funds holding SOPH

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
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 $308M AUM 27.87% 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
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wells Fargo's SOPH Position: Q1 2025 in Review

Wells Fargo sold out of SOPHiA GENETICS (SOPH) in Q1 2025, closing a stake of 700 shares — an estimated $2.15K sold.

Wells Fargo first reported a position in SOPH in Q3 2023 and held it in 6 quarters. The position peaked at $3.45K in Q1 2024. 32 funds tracked by Wall St. Rank hold SOPH as of Q1 2025.

  • Wells Fargo reported no remaining SOPHiA GENETICS position as of Q1 2025 after selling out during the quarter.
  • Wells Fargo sold 700 SOPHiA GENETICS shares in Q1 2025, an estimated $2.15K.
  • Wells Fargo first reported a position in SOPHiA GENETICS in Q3 2023 and held it in 6 quarters.
  • Wells Fargo's SOPHiA GENETICS position peaked at $3.45K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q1 2025.

Based on Wells Fargo's 13F filing for Q1 2025, filed 13 May 2025.