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Clearstead Advisors’s Personalis PSNL Stock Holding History

Clearstead Advisors’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 		$94 Buy
+7
New +$57 ﹤0.01% 3372

Other funds holding PSNL

MC
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
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
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CC
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

Clearstead Advisors's PSNL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Personalis (PSNL) in Q2 2026: 7 shares worth $94. The stake represents ﹤0.01% of the portfolio and ranks #3372 among its holdings.

158 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • Clearstead Advisors held 7 shares of Personalis worth $94 as of Q2 2026.
  • Personalis was a new Clearstead Advisors position in Q2 2026.
  • Personalis made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3372 holding.
  • 158 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.