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Asset Dedication LLC’s Personalis PSNL Stock Holding History

Asset Dedication LLC’s Portfolio PSNL Stock Details PSNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-400
Closed -$1.4K – 1216
2025
Q1 		$1.4K Buy
400
+200
+100% +$950 ﹤0.01% 990
2024
Q4 		$1.16K Buy
+200
New +$923 ﹤0.01% 1011

Other funds holding PSNL

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
BWLSA
Blue Water Life Science Advisors Larkspur, California $125M AUM 91.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Asset Dedication LLC's PSNL Position: Q2 2025 in Review

Asset Dedication LLC sold out of Personalis (PSNL) in Q2 2025, closing a stake of 400 shares — an estimated $1.4K sold.

Asset Dedication LLC first reported a position in PSNL in Q4 2024 and held it in 2 quarters. The position peaked at $1.4K in Q1 2025. 105 funds tracked by Wall St. Rank hold PSNL as of Q2 2025.

  • Asset Dedication LLC reported no remaining Personalis position as of Q2 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 400 Personalis shares in Q2 2025, an estimated $1.4K.
  • Asset Dedication LLC first reported a position in Personalis in Q4 2024 and held it in 2 quarters.
  • Asset Dedication LLC's Personalis position peaked at $1.4K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held Personalis as of Q2 2025.

Based on Asset Dedication LLC's 13F filing for Q2 2025, filed 19 Aug 2025.