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 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 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bruce & Co's PSNL Position: Q1 2026 in Review

Bruce & Co held its Personalis (PSNL) position steady in Q1 2026 at 233,000 shares worth $1.48M. The position accounts for 0.42% of the portfolio, ranked #32.

Bruce & Co first reported a position in PSNL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.85M in Q4 2025. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

Bruce & Co held 233,000 shares of Personalis worth $1.48M as of Q1 2026.
Bruce & Co left its Personalis share count unchanged in Q1 2026.
Personalis made up 0.42% of Bruce & Co's portfolio in Q1 2026, its #32 holding.
Bruce & Co first reported a position in Personalis in Q4 2022 and has held it in 14 quarters since.
Bruce & Co's Personalis position peaked at $1.85M in Q4 2025.
140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on Bruce & Co's 13F filing for Q1 2026, filed 14 May 2026.