Bruce & Co’s Personalis PSNL Stock Holding History

Bruce & Co’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
2026 Q2	$3.12M	Hold	233,000	–	–	0.85%	27
2026 Q1	$1.48M	Hold	233,000	–	–	0.42%	32
2025 Q4	$1.85M	Sell	233,000 -20,000	-8%	-$175K	0.58%	28
2025 Q3	$1.65M	Hold	253,000	–	–	0.51%	27
2025 Q2	$1.66M	Hold	253,000	–	–	0.54%	26
2025 Q1	$888K	Hold	253,000	–	–	0.28%	34
2024 Q4	$1.46M	Sell	253,000 -47,000	-16%	-$217K	0.47%	26
2024 Q3	$1.61M	Hold	300,000	–	–	0.47%	26
2024 Q2	$351K	Hold	300,000	–	–	0.12%	39
2024 Q1	$447K	Hold	300,000	–	–	0.15%	37
2023 Q4	$630K	Buy	300,000 +150,000	+100%	+$194K	0.22%	32
2023 Q3	$182K	Hold	150,000	–	–	0.06%	37
2023 Q2	$279K	Hold	150,000	–	–	0.08%	36
2023 Q1	$414K	Buy	150,000 +100,000	+200%	+$281K	0.11%	35
2022 Q4	$99K	Buy	+50,000	New	+$126K	0.03%	37

Other funds holding PSNL

Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LMC

Lightspeed Management Company Menlo Park, California $2.4B AUM 7.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Bruce & Co's PSNL Position: Q2 2026 in Review

Bruce & Co held its Personalis (PSNL) position steady in Q2 2026 at 233,000 shares worth $3.12M. The position accounts for 0.85% of the portfolio, ranked #27.

Bruce & Co first reported a position in PSNL in Q4 2022 and has held it in 15 quarters since. 159 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

Bruce & Co held 233,000 shares of Personalis worth $3.12M as of Q2 2026.
Bruce & Co left its Personalis share count unchanged in Q2 2026.
Personalis made up 0.85% of Bruce & Co's portfolio in Q2 2026, its #27 holding.
Bruce & Co first reported a position in Personalis in Q4 2022 and has held it in 15 quarters since.
159 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Bruce & Co's 13F filing for Q2 2026, filed 14 Aug 2026.